CIBC Private Wealth Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

CIBC Private Wealth Group’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$25.1K	Buy	1,031 +599	+139%	+$14.6K	﹤0.01%	2086
2025 Q3	$10.5K	Buy	432 +427	+8,540%	+$10.4K	﹤0.01%	2365
2025 Q2	$121	Hold	5	–	–	﹤0.01%	2951
2025 Q1	$121	Hold	5	–	–	﹤0.01%	2982
2024 Q4	$120	Buy	+5	New	+$121	﹤0.01%	2908
2024 Q2	–	Sell	-8,800	Closed	-$211K	–	3283
2024 Q1	$211K	Buy	+8,800	New	+$213K	﹤0.01%	1097

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 139% in Q4 2025, buying an estimated $14.6K and bringing the position to 1,031 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

CIBC Private Wealth Group first reported a position in SCHO in Q1 2024 and has held it in 6 quarters since. The position peaked at $211K in Q1 2024. 683 funds tracked by Wall St. Rank hold SCHO as of Q4 2025.

CIBC Private Wealth Group held 1,031 shares of Schwab Short-Term US Treasury ETF worth $25.1K as of Q4 2025.
CIBC Private Wealth Group bought 599 Schwab Short-Term US Treasury ETF shares in Q4 2025, an estimated $14.6K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2086 holding.
CIBC Private Wealth Group first reported a position in Schwab Short-Term US Treasury ETF in Q1 2024 and has held it in 6 quarters since.
CIBC Private Wealth Group's Schwab Short-Term US Treasury ETF position peaked at $211K in Q1 2024.
683 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2025.

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