CIBC World Market
SCHW

CIBC World Market’s Charles Schwab SCHW Stock Holding History

CIBC World Market’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85.5M Buy
910,142
+656,399
+259% +$64.4M 0.14% 101
2025
Q4 		$25.4M Sell
253,743
-12,431
-5% -$1.18M 0.04% 245
2025
Q3 		$25.4M Sell
266,174
-118,312
-31% -$11.2M 0.05% 231
2025
Q2 		$35.1M Sell
384,486
-285,395
-43% -$23.9M 0.07% 166
2025
Q1 		$52.4M Buy
669,881
+457,304
+215% +$35.9M 0.11% 118
2024
Q4 		$15.7M Buy
212,577
+166,850
+365% +$12.5M 0.03% 259
2024
Q3 		$2.96M Sell
45,727
-58,737
-56% -$3.86M 0.01% 597
2024
Q2 		$7.7M Sell
104,464
-34,342
-25% -$2.54M 0.02% 355
2024
Q1 		$10M Sell
138,806
-339,699
-71% -$22.4M 0.02% 306
2023
Q4 		$32.9M Sell
478,505
-106,456
-18% -$6.15M 0.08% 145
2023
Q3 		$32.1M Buy
584,961
+33,824
+6% +$2.04M 0.11% 132
2023
Q2 		$31.2M Buy
551,137
+11,874
+2% +$622K 0.1% 138
2023
Q1 		$28.2M Buy
539,263
+261,403
+94% +$19.1M 0.1% 143
2022
Q4 		$23.1M Buy
277,860
+49,818
+22% +$3.87M 0.08% 149
2022
Q3 		$16.4M Buy
228,042
+41,295
+22% +$2.87M 0.06% 175
2022
Q2 		$11.8M Buy
186,747
+59,294
+47% +$4.09M 0.04% 215
2022
Q1 		$10.7M Sell
127,453
-22,589
-15% -$1.99M 0.03% 238
2021
Q4 		$12.6M Buy
150,042
+72,232
+93% +$5.84M 0.04% 229
2021
Q3 		$5.67M Buy
77,810
+14,766
+23% +$1.05M 0.02% 345
2021
Q2 		$4.59M Sell
63,044
-3,411
-5% -$241K 0.01% 381
2021
Q1 		$4.33M Buy
66,455
+34,199
+106% +$2.07M 0.01% 391
2020
Q4 		$1.71M Sell
32,256
-1,583
-5% -$71.7K 0.01% 603
2020
Q3 		$1.23M Sell
33,839
-1,511
-4% -$52.6K 0.01% 608
2020
Q2 		$1.19M Sell
35,350
-210
-0.6% -$7.52K 0.01% 594
2020
Q1 		$1.2M Sell
35,560
-8,365
-19% -$351K 0.01% 509
2019
Q4 		$2.09M Sell
43,925
-571
-1% -$25.2K 0.01% 490
2019
Q3 		$1.86M Sell
44,496
-2,111
-5% -$85.2K 0.01% 491
2019
Q2 		$1.87M Buy
46,607
+16,765
+56% +$731K 0.01% 494
2019
Q1 		$1.28M Buy
29,842
+13,657
+84% +$617K 0.01% 603
2018
Q4 		$672K Sell
16,185
-34,527
-68% -$1.56M ﹤0.01% 707
2018
Q3 		$2.49M Buy
50,712
+10,647
+27% +$544K 0.01% 461
2018
Q2 		$2.05M Buy
40,065
+5,545
+16% +$307K 0.01% 465
2018
Q1 		$1.8M Buy
+34,520
New +$1.85M 0.01% 476
2017
Q3 		– Sell
-6,562
Closed -$282K – 1028
2017
Q2 		$282K Buy
+6,562
New +$263K ﹤0.01% 987
2017
Q1 		– Sell
-6,289
Closed -$248K – 1095
2016
Q4 		$248K Buy
+6,289
New +$225K ﹤0.01% 941
2016
Q1 		– Sell
-57,482
Closed -$1.89M – 927
2015
Q4 		$1.89M Buy
+57,482
New +$1.82M 0.01% 350

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CIBC World Market's SCHW Position: Q1 2026 in Review

CIBC World Market increased its Charles Schwab (SCHW) stake by 259% in Q1 2026, buying an estimated $64.4M and bringing the position to 910,142 shares worth $85.5M. The position accounts for 0.14% of the portfolio, ranked #101.

CIBC World Market first reported a position in SCHW in Q4 2015 and has held it in 36 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • CIBC World Market held 910,142 shares of Charles Schwab worth $85.5M as of Q1 2026.
  • CIBC World Market bought 656,399 Charles Schwab shares in Q1 2026, an estimated $64.4M.
  • Charles Schwab made up 0.14% of CIBC World Market's portfolio in Q1 2026, its #101 holding.
  • CIBC World Market first reported a position in Charles Schwab in Q4 2015 and has held it in 36 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on CIBC World Market's 13F filing for Q1 2026, filed 14 May 2026.