CIBC Private Wealth Group
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CIBC Private Wealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CIBC Private Wealth Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$336K Buy
11,179
+2,195
+24% +$65.4K ﹤0.01% 995
2025
Q3 		$266K Sell
8,984
-102
-1% -$2.97K ﹤0.01% 1062
2025
Q2 		$255K Sell
9,086
-7,158
-44% -$189K ﹤0.01% 1024
2025
Q1 		$372K Buy
16,244
+6,836
+73% +$190K ﹤0.01% 887
2024
Q4 		$263K Sell
9,408
-1,329
-12% -$37.9K ﹤0.01% 1059
2024
Q3 		$297K Sell
10,737
-10,722
-50% -$285K ﹤0.01% 1028
2024
Q2 		$554K Buy
21,459
+135
+0.6% +$3.53K ﹤0.01% 795
2024
Q1 		$576K Buy
21,324
+189
+0.9% +$4.82K ﹤0.01% 794
2023
Q4 		$531K Buy
21,135
+12
+0.1% +$275 ﹤0.01% 785
2023
Q3 		$477K Buy
21,123
+12,609
+148% +$299K ﹤0.01% 764
2023
Q2 		$202K Buy
+8,514
New +$192K ﹤0.01% 842
2022
Q2 		– Sell
-8,268
Closed -$209K – 1286
2022
Q1 		$209K Sell
8,268
-5,466
-40% -$137K ﹤0.01% 947
2021
Q4 		$368K Sell
13,734
-1,389
-9% -$37K ﹤0.01% 834
2021
Q3 		$386K Sell
15,123
-3,666
-20% -$95.8K ﹤0.01% 773
2021
Q2 		$490K Buy
18,789
+5,391
+40% +$139K ﹤0.01% 805
2021
Q1 		$332K Buy
13,398
+3,072
+30% +$74.5K ﹤0.01% 886
2020
Q4 		$235K Buy
+10,326
New +$215K ﹤0.01% 923
2020
Q1 		– Sell
-30,330
Closed -$608K – 918
2019
Q4 		$608K Buy
30,330
+1,041
+4% +$20.2K ﹤0.01% 672
2019
Q3 		$552K Sell
29,289
-108
-0.4% -$2.04K ﹤0.01% 678
2019
Q2 		$559K Buy
29,397
+1,125
+4% +$21K ﹤0.01% 693
2019
Q1 		$522K Buy
28,272
+618
+2% +$11K ﹤0.01% 721
2018
Q4 		$442K Buy
+27,654
New +$483K ﹤0.01% 705
2018
Q3 		– Sell
-5,946
Closed -$109K – 1578
2018
Q2 		$109K Buy
5,946
+1,335
+29% +$24.1K ﹤0.01% 1009
2018
Q1 		$81K Buy
4,611
+12
+0.3% +$216 ﹤0.01% 1059
2017
Q4 		$82K Buy
+4,599
New +$79.4K ﹤0.01% 1069
2016
Q2 		– Sell
-48,900
Closed -$662K – 597
2016
Q1 		$662K Buy
+48,900
New +$617K 0.01% 498

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CIBC Private Wealth Group's SCHM Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 24% in Q4 2025, buying an estimated $65.4K and bringing the position to 11,179 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

CIBC Private Wealth Group first reported a position in SCHM in Q1 2016 and has held it in 26 quarters since. The position peaked at $662K in Q1 2016. 998 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • CIBC Private Wealth Group held 11,179 shares of Schwab US Mid-Cap ETF worth $336K as of Q4 2025.
  • CIBC Private Wealth Group bought 2,195 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $65.4K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #995 holding.
  • CIBC Private Wealth Group first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 26 quarters since.
  • CIBC Private Wealth Group's Schwab US Mid-Cap ETF position peaked at $662K in Q1 2016.
  • 998 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.