CIBC Private Wealth Group
SCHV

CIBC Private Wealth Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

CIBC Private Wealth Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$535K Buy
18,068
+2,280
+14% +$66.6K ﹤0.01% 857
2025
Q3 		$460K Sell
15,788
-49
-0.3% -$1.39K ﹤0.01% 885
2025
Q2 		$438K Buy
15,837
+402
+3% +$10.6K ﹤0.01% 867
2025
Q1 		$363K Sell
15,435
-75
-0.5% -$2.01K ﹤0.01% 898
2024
Q4 		$405K Sell
15,510
-1,500
-9% -$40.5K ﹤0.01% 926
2024
Q3 		$456K Hold
17,010
– – ﹤0.01% 898
2024
Q2 		$420K Sell
17,010
-120
-0.7% -$2.96K ﹤0.01% 873
2024
Q1 		$431K Sell
17,130
-93
-0.5% -$2.23K ﹤0.01% 870
2023
Q4 		$402K Sell
17,223
-45
-0.3% -$984 ﹤0.01% 849
2023
Q3 		$371K Buy
17,268
+3,996
+30% +$89.7K ﹤0.01% 830
2023
Q2 		$297K Sell
13,272
-165
-1% -$3.6K ﹤0.01% 774
2023
Q1 		$294K Sell
13,437
-8,499
-39% -$189K ﹤0.01% 787
2022
Q4 		$430K Buy
21,936
+1,500
+7% +$32.5K ﹤0.01% 639
2022
Q3 		$399K Hold
20,436
– – ﹤0.01% 742
2022
Q2 		$425K Hold
20,436
– – ﹤0.01% 736
2022
Q1 		$486K Hold
20,436
– – ﹤0.01% 754
2021
Q4 		$499K Buy
20,436
+1,653
+9% +$39.2K ﹤0.01% 775
2021
Q3 		$422K Sell
18,783
-129
-0.7% -$2.98K ﹤0.01% 752
2021
Q2 		$431K Buy
18,912
+300
+2% +$6.81K ﹤0.01% 829
2021
Q1 		$405K Sell
18,612
-117
-0.6% -$2.44K ﹤0.01% 848
2020
Q4 		$372K Buy
18,729
+1,065
+6% +$19.9K ﹤0.01% 830
2020
Q3 		$307K Buy
+17,664
New +$309K ﹤0.01% 777
2020
Q2 		– Sell
-22,644
Closed -$334K – 777
2020
Q1 		$334K Sell
22,644
-11,715
-34% -$215K ﹤0.01% 693
2019
Q4 		$689K Sell
34,359
-1,110
-3% -$21.5K ﹤0.01% 653
2019
Q3 		$671K Sell
35,469
-23,160
-40% -$433K ﹤0.01% 639
2019
Q2 		$1.1M Sell
58,629
-1,191
-2% -$22K ﹤0.01% 562
2019
Q1 		$1.09M Buy
59,820
+37,815
+172% +$671K ﹤0.01% 572
2018
Q4 		$362K Sell
22,005
-3,813
-15% -$67.5K ﹤0.01% 741
2018
Q3 		$483K Buy
25,818
+588
+2% +$10.9K ﹤0.01% 786
2018
Q2 		$447K Sell
25,230
-1,650
-6% -$29.4K ﹤0.01% 797
2018
Q1 		$473K Sell
26,880
-2,712
-9% -$49.7K ﹤0.01% 792
2017
Q4 		$539K Sell
29,592
-2,736
-8% -$48.7K ﹤0.01% 766
2017
Q3 		$558K Buy
+32,328
New +$547K ﹤0.01% 758

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 14% in Q4 2025, buying an estimated $66.6K and bringing the position to 18,068 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

CIBC Private Wealth Group first reported a position in SCHV in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.1M in Q2 2019. 929 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • CIBC Private Wealth Group held 18,068 shares of Schwab US Large-Cap Value ETF worth $535K as of Q4 2025.
  • CIBC Private Wealth Group bought 2,280 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $66.6K.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #857 holding.
  • CIBC Private Wealth Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2017 and has held it in 33 quarters since.
  • CIBC Private Wealth Group's Schwab US Large-Cap Value ETF position peaked at $1.1M in Q2 2019.
  • 929 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

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