Cibc Private Wealth Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cibc Private Wealth Group, LLC
- $51.4 Billion
- Q2 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 7,153 shares of SCHM stock, worth $208,867. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,153
Previous 7,108
0.63%
Holding current value
$208,867
Previous $578,000
3.81%
% of portfolio
0.0%
Previous 0.0%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio