Cibc Private Wealth Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cibc Private Wealth Group, LLC
- $52.7 Billion
- Q4 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 9,408 shares of SCHM stock, worth $230,496. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,408
Previous 3,579
162.87%
Holding current value
$230,496
Previous $297,000
12.46%
% of portfolio
0.0%
Previous 0.0%
Shares
25 transactions
Others Institutions Holding SCHM
# of Institutions
1,008Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$183 Million2.94% of portfolio