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CIBC World Markets’s Schwab US Large- Cap ETF SCHX Stock Holding History

CIBC World Markets’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
2024
Q1 		– Sell
-14,325
Closed -$269K – 826
2023
Q4 		$269K Buy
14,325
+195
+1% +$3.42K ﹤0.01% 707
2023
Q3 		$238K Buy
+14,130
New +$248K ﹤0.01% 608

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC World Markets's SCHX Position: Q1 2024 in Review

CIBC World Markets sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 14,325 shares — an estimated $269K sold.

CIBC World Markets first reported a position in SCHX in Q3 2023 and held it in 2 quarters. The position peaked at $269K in Q4 2023. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

  • CIBC World Markets reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
  • CIBC World Markets sold 14,325 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $269K.
  • CIBC World Markets first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 2 quarters.
  • CIBC World Markets's Schwab US Large- Cap ETF position peaked at $269K in Q4 2023.
  • 1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on CIBC World Markets's 13F filing for Q1 2024, filed 13 May 2024.