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CIBC World Markets’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CIBC World Markets’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
2024
Q1 		– Sell
-50,672
Closed -$1.18M – 827
2023
Q4 		$1.18M Buy
50,672
+708
+1% +$15.8K 0.01% 598
2023
Q3 		$1.1M Buy
+49,964
New +$1.13M 0.01% 457

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

CIBC World Markets sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 50,672 shares — an estimated $1.18M sold.

CIBC World Markets first reported a position in SCHZ in Q3 2023 and held it in 2 quarters. The position peaked at $1.18M in Q4 2023. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

  • CIBC World Markets reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • CIBC World Markets sold 50,672 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $1.18M.
  • CIBC World Markets first reported a position in Schwab US Aggregate Bond ETF in Q3 2023 and held it in 2 quarters.
  • CIBC World Markets's Schwab US Aggregate Bond ETF position peaked at $1.18M in Q4 2023.
  • 570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

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