Cibc Private Wealth Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Cibc Private Wealth Group, LLC

  • $51.3 Billion
  • Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 136,915 shares of SCHB stock, worth $3.52 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
136,915
Previous 119,609 14.47%
Holding current value
$3.52 Million
Previous $2.72 Million 8.55%
% of portfolio
0.01%
Previous 0.01%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$21.23 - $23.75 $367,406 - $411,017
17,306 Added 14.47%
136,915 $2.95 Million
Q4 2024

Feb 12, 2025
BUY
$22.01 - $66.82 $1.7 Million - $5.15 Million
77,060 Added 181.11%
119,609 $2.72 Million
Q3 2024

Nov 13, 2024
BUY
$59.93 - $66.52 $411,838 - $457,125
6,872 Added 19.26%
42,549 $2.83 Million
Q2 2024

Aug 09, 2024
BUY
$57.57 - $63.3 $1,036 - $1,139
18 Added 0.05%
35,677 $2.24 Million
Q1 2024

May 10, 2024
BUY
$54.61 - $61.05 $165,304 - $184,798
3,027 Added 9.28%
35,659 $2.18 Million
Q4 2023

Feb 13, 2024
SELL
$47.61 - $55.91 $8,855 - $10,399
-186 Reduced 0.57%
32,632 $1.82 Million
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $97,543 - $105,372
-1,967 Reduced 5.65%
32,818 $1.64 Million
Q2 2023

Nov 21, 2023
BUY
$47.08 - $51.7 $92,606 - $101,693
1,967 Added 5.99%
34,785 $1.8 Million
Q2 2023

Aug 10, 2023
BUY
$47.08 - $51.7 $124,903 - $137,160
2,653 Added 8.26%
34,785 $1.8 Million
Q1 2023

Nov 21, 2023
SELL
$44.47 - $49.23 $30,506 - $33,771
-686 Reduced 2.09%
32,132 $1.54 Million
Q1 2023

May 11, 2023
SELL
$44.47 - $49.23 $25,837 - $28,602
-581 Reduced 1.78%
32,132 $1.54 Million
Q4 2022

Jun 01, 2023
BUY
$41.94 - $47.81 $24,367 - $27,777
581 Added 1.81%
32,713 $1.47 Million
Q4 2022

Feb 13, 2023
SELL
$41.94 - $47.81 $1.37 Million - $1.56 Million
-32,713 Reduced 50.0%
32,713 $1.47 Million
Q4 2022

Feb 13, 2023
BUY
$41.94 - $47.81 $1.1 Million - $1.26 Million
26,316 Added 67.29%
65,426 $2.93 Million
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $88,514 - $106,728
2,108 Added 5.7%
39,110 $1.64 Million
Q2 2022

Aug 03, 2022
SELL
$42.93 - $53.98 $36,705 - $46,152
-855 Reduced 2.26%
37,002 $1.64 Million
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $815,840 - $943,653
16,599 Added 78.08%
37,857 $2.02 Million
Q4 2021

Feb 08, 2022
BUY
$51.87 - $56.86 $4,979 - $5,458
96 Added 0.45%
21,258 $2.4 Million
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $553,742 - $591,615
10,790 Added 104.03%
21,162 $2.2 Million
Q2 2021

Aug 16, 2021
BUY
$48.92 - $52.14 $241,224 - $257,102
4,931 Added 90.63%
10,372 $1.08 Million
Q1 2021

May 12, 2021
BUY
$44.89 - $48.81 $19,437 - $21,134
433 Added 8.65%
5,441 $526,000
Q4 2020

Feb 12, 2021
SELL
$39.03 - $45.5 $1,990 - $2,320
-51 Reduced 1.01%
5,008 $456,000
Q3 2020

Nov 03, 2020
BUY
$36.93 - $42.52 $186,828 - $215,108
5,059 New
5,059 $403,000
Q2 2020

Aug 13, 2020
SELL
$28.84 - $38.49 $136,874 - $182,673
-4,746 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$26.18 - $40.44 $8,482 - $13,102
324 Added 7.33%
4,746 $287,000
Q4 2019

Jan 30, 2020
SELL
$34.47 - $38.58 $1,723 - $1,929
-50 Reduced 1.12%
4,422 $340,000
Q3 2019

Oct 16, 2019
SELL
$35.32 - $36.13 $19,673 - $20,124
-557 Reduced 11.08%
4,472 $318,000
Q2 2019

Jul 31, 2019
SELL
N/A
-40,698 Reduced 89.0%
5,029 $355,000
Q1 2019

May 10, 2019
BUY
N/A
28,009 Added 158.08%
45,727 $3.11 Million
Q4 2018

Feb 05, 2019
BUY
N/A
13,735 Added 344.84%
17,718 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-105 Reduced 2.57%
3,983 $280,000
Q1 2018

May 17, 2018
BUY
N/A
372 Added 10.01%
4,088 $261,000
Q4 2017

Feb 12, 2018
SELL
N/A
-69 Reduced 1.82%
3,716 $240,000
Q3 2017

Nov 14, 2017
BUY
N/A
3,785
3,785 $231,000

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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