Cibc Private Wealth Group, LLC Schwab Strategic Tr 1 5 Yr C 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 1 5 Yr C stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 411 shares of SCHJ stock, worth $10,254. This represents 0.0% of its overall portfolio holdings.
Number of Shares
411
Previous 406
1.23%
Holding current value
$10,254
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
132Shares Held
7.48MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.88 Million0.39% of portfolio
-
Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
-
White Wing Wealth Management The Wodlands, TX345KShares$8.61 Million5.44% of portfolio
-
Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio