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

CIBC Private Wealth Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.48M Buy
166,304
+849
+0.5% +$22.7K 0.01% 448
2025
Q3 		$4.36M Buy
165,455
+33,809
+26% +$859K 0.01% 451
2025
Q2 		$3.22M Sell
131,646
-16,264
-11% -$368K 0.01% 486
2025
Q1 		$2.9M Buy
147,910
+18,427
+14% +$429K 0.01% 482
2024
Q4 		$3.02M Sell
129,483
-13,074
-9% -$305K 0.01% 497
2024
Q3 		$3.22M Buy
142,557
+21,684
+18% +$472K 0.01% 495
2024
Q2 		$2.64M Buy
120,873
+22,365
+23% +$462K 0.01% 495
2024
Q1 		$2.04M Sell
98,508
-41,994
-30% -$827K ﹤0.01% 542
2023
Q4 		$2.64M Buy
140,502
+49,533
+54% +$870K 0.01% 480
2023
Q3 		$1.53M Buy
90,969
+4,803
+6% +$84.3K ﹤0.01% 541
2023
Q2 		$1.5M Sell
86,166
-32,607
-27% -$538K ﹤0.01% 533
2023
Q1 		$1.91M Buy
118,773
+4,101
+4% +$64.5K ﹤0.01% 527
2022
Q4 		$549K Sell
114,672
-15,624
-12% -$236K ﹤0.01% 599
2022
Q3 		$1.84M Sell
130,296
-4,938
-4% -$77.5K 0.01% 493
2022
Q2 		$2.01M Buy
135,234
+2,994
+2% +$48.5K 0.01% 484
2022
Q1 		$2.37M Sell
132,240
-17,148
-11% -$304K 0.01% 488
2021
Q4 		$2.83M Buy
149,388
+58,686
+65% +$1.08M 0.01% 477
2021
Q3 		$1.57M Sell
90,702
-4,872
-5% -$86.9K ﹤0.01% 541
2021
Q2 		$1.66M Buy
95,574
+930
+1% +$15.7K ﹤0.01% 563
2021
Q1 		$1.51M Sell
94,644
-70,602
-43% -$1.11M ﹤0.01% 587
2020
Q4 		$2.5M Buy
165,246
+89,736
+119% +$1.28M 0.01% 471
2020
Q3 		$1.01M Buy
+75,510
New +$1M ﹤0.01% 551
2020
Q2 		– Sell
-70,764
Closed -$722K – 778
2020
Q1 		$722K Buy
70,764
+9,558
+16% +$116K ﹤0.01% 558
2019
Q4 		$784K Buy
61,206
+246
+0.4% +$3.02K ﹤0.01% 624
2019
Q3 		$721K Buy
60,960
+4,776
+9% +$56.3K ﹤0.01% 625
2019
Q2 		$657K Buy
56,184
+4,530
+9% +$52K ﹤0.01% 663
2019
Q1 		$582K Sell
51,654
-14,736
-22% -$160K ﹤0.01% 689
2018
Q4 		$661K Buy
66,390
+5,148
+8% +$55.3K ﹤0.01% 634
2018
Q3 		$710K Sell
61,242
-8,778
-13% -$99.8K ﹤0.01% 702
2018
Q2 		$758K Buy
70,020
+19,242
+38% +$207K ﹤0.01% 697
2018
Q1 		$534K Buy
50,778
+2,190
+5% +$23.8K ﹤0.01% 771
2017
Q4 		$516K Buy
48,588
+1,986
+4% +$20.6K ﹤0.01% 775
2017
Q3 		$466K Buy
+46,602
New +$457K ﹤0.01% 782
2016
Q2 		– Sell
-120,000
Closed -$977K – 598
2016
Q1 		$977K Buy
120,000
+18,354
+18% +$142K 0.01% 440
2015
Q4 		$823K Buy
+101,646
New +$829K 0.01% 460

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $70.8B AUM 21.68% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.51% in Q4 2025, buying an estimated $22.7K and bringing the position to 166,304 shares worth $4.48M. The position accounts for 0.01% of the portfolio, ranked #448.

CIBC Private Wealth Group first reported a position in SCHX in Q4 2015 and has held it in 35 quarters since. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • CIBC Private Wealth Group held 166,304 shares of Schwab US Large- Cap ETF worth $4.48M as of Q4 2025.
  • CIBC Private Wealth Group bought 849 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $22.7K.
  • Schwab US Large- Cap ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #448 holding.
  • CIBC Private Wealth Group first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 35 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

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