Cibc Private Wealth Group, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 16,244 shares of SCHM stock, worth $478,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,244
Previous 9,408 72.66%
Holding current value
$478,548
Previous $260,000 63.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
$25.58 - $29.24 $174,864 - $199,884
6,836 Added 72.66%
16,244 $425,000
Q4 2024

Feb 12, 2025
BUY
$27.54 - $83.04 $160,530 - $484,040
5,829 Added 162.87%
9,408 $260,000
Q3 2024

Nov 13, 2024
SELL
$75.47 - $83.18 $269,729 - $297,285
-3,574 Reduced 49.97%
3,579 $297,000
Q2 2024

Aug 09, 2024
BUY
$75.69 - $81.19 $3,406 - $3,653
45 Added 0.63%
7,153 $556,000
Q1 2024

May 10, 2024
BUY
$72.89 - $81.43 $4,592 - $5,130
63 Added 0.89%
7,108 $578,000
Q4 2023

Feb 13, 2024
BUY
$63.01 - $75.95 $252 - $303
4 Added 0.06%
7,045 $530,000
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $280,550 - $310,937
4,203 Added 148.1%
7,041 $476,000
Q2 2023

Nov 21, 2023
SELL
$65.29 - $71.03 $274,413 - $298,539
-4,203 Reduced 59.69%
2,838 $201,000
Q2 2023

Aug 10, 2023
BUY
$65.29 - $71.03 $185,293 - $201,583
2,838 New
2,838 $201,000
Q2 2022

Aug 03, 2022
SELL
$60.91 - $76.4 $167,867 - $210,558
-2,756 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$70.66 - $80.89 $128,742 - $147,381
-1,822 Reduced 39.8%
2,756 $209,000
Q4 2021

Feb 08, 2022
SELL
$76.01 - $83.39 $35,192 - $38,609
-463 Reduced 9.18%
4,578 $368,000
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $91,222 - $98,920
-1,222 Reduced 19.51%
5,041 $386,000
Q2 2021

Aug 16, 2021
BUY
$74.64 - $79.12 $134,128 - $142,178
1,797 Added 40.24%
6,263 $490,000
Q1 2021

May 12, 2021
BUY
$67.07 - $76.85 $68,679 - $78,694
1,024 Added 29.75%
4,466 $332,000
Q4 2020

Feb 12, 2021
BUY
$55.93 - $68.45 $192,511 - $235,604
3,442 New
3,442 $235,000
Q1 2020

May 15, 2020
SELL
$35.83 - $62.24 $362,241 - $629,246
-10,110 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
$54.56 - $60.24 $18,932 - $20,903
347 Added 3.55%
10,110 $608,000
Q3 2019

Oct 16, 2019
SELL
$56.23 - $57.59 $2,024 - $2,073
-36 Reduced 0.37%
9,763 $552,000
Q2 2019

Jul 31, 2019
BUY
N/A
375 Added 3.98%
9,799 $559,000
Q1 2019

May 10, 2019
BUY
N/A
206 Added 2.23%
9,424 $522,000
Q4 2018

Feb 05, 2019
BUY
N/A
9,218 New
9,218 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-1,982 Closed
0 $0
Q2 2018

Aug 02, 2018
BUY
N/A
445 Added 28.95%
1,982 $109,000
Q1 2018

May 17, 2018
BUY
N/A
4 Added 0.26%
1,537 $81,000
Q4 2017

Feb 12, 2018
BUY
N/A
1,533
1,533 $82,000

Others Institutions Holding SCHM

# of Institutions
1,056
Shares Held
280M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Cibc Private Wealth Group, LLC Portfolio

Follow Cibc Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email