Cibc Private Wealth Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cibc Private Wealth Group, LLC
- $53.9 Billion
- Q3 2024
A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 3,579 shares of SCHM stock, worth $103,218. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,579
Previous 7,153
49.97%
Holding current value
$103,218
Previous $556,000
46.58%
% of portfolio
0.0%
Previous 0.0%
Shares
24 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio