CIBC Private Wealth Group’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$122K	Sell	4,881 -6,086	-55%	-$153K	﹤0.01%	1416
2025 Q3	$276K	Buy	10,967 +10,274	+1,483%	+$257K	﹤0.01%	1044
2025 Q2	$17.3K	Sell	693 -4,424	-86%	-$110K	﹤0.01%	2071
2025 Q1	$127K	Buy	5,117 +4,520	+757%	+$111K	﹤0.01%	1258
2024 Q4	$14.5K	Buy	597 +1	+0.2%	+$25	﹤0.01%	2158
2024 Q3	$15.1K	Sell	596 -14	-2%	-$350	﹤0.01%	2271
2024 Q2	$14.9K	Sell	610 -1,942	-76%	-$47K	﹤0.01%	2148
2024 Q1	$62K	Buy	+2,552	New	+$62.7K	﹤0.01%	1583

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 55% in Q4 2025, selling an estimated $153K and leaving 4,881 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

CIBC Private Wealth Group first reported a position in SCHR in Q1 2024 and has held it in 8 quarters since. The position peaked at $276K in Q3 2025. 485 funds tracked by Wall St. Rank hold SCHR as of Q4 2025.

CIBC Private Wealth Group held 4,881 shares of Schwab Intermediately-Term US Treasury ETF worth $122K as of Q4 2025.
CIBC Private Wealth Group sold 6,086 Schwab Intermediately-Term US Treasury ETF shares in Q4 2025, an estimated $153K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1416 holding.
CIBC Private Wealth Group first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Schwab Intermediately-Term US Treasury ETF position peaked at $276K in Q3 2025.
485 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2025.

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