CIBC Private Wealth Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$47.3K	Buy	2,024 +1,864	+1,165%	+$43.8K	﹤0.01%	1805
2025 Q3	$3.75K	Hold	160	–	–	﹤0.01%	2625
2025 Q2	$3.72K	Hold	160	–	–	﹤0.01%	2510
2025 Q1	$3.67K	Hold	160	–	–	﹤0.01%	2537
2024 Q4	$3.62K	Hold	160	–	–	﹤0.01%	2568
2024 Q3	$3.8K	Hold	160	–	–	﹤0.01%	2671
2024 Q2	$3.67K	Buy	+160	New	+$3.63K	﹤0.01%	2617
2024 Q1	–	Hold	0	–	–	–	3061

Other funds holding SCHZ

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1,165% in Q4 2025, buying an estimated $43.8K and bringing the position to 2,024 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

CIBC Private Wealth Group first reported a position in SCHZ in Q2 2024 and has held it in 7 quarters since. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

CIBC Private Wealth Group held 2,024 shares of Schwab US Aggregate Bond ETF worth $47.3K as of Q4 2025.
CIBC Private Wealth Group bought 1,864 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $43.8K.
Schwab US Aggregate Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1805 holding.
CIBC Private Wealth Group first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 7 quarters since.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

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