Cibc Private Wealth Group, LLC Schwab Intermediate Term Us Tr Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 5,117 shares of SCHR stock, worth $127,106. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,117

Previous 597 757.12%

Holding current value

$127,106

Previous $14,000 807.14%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$24.05 - $24.86 $108,706 - $112,367	4,520 Added 757.12%	5,117 $127,000
Q4 2024 Feb 12, 2025	BUY	$24.19 - $50.58 $7,232 - $15,123	299 Added 100.34%	597 $14,000
Q3 2024 Nov 13, 2024	SELL	$48.4 - $50.91 $338 - $356	-7 Reduced 2.3%	298 $15,000
Q2 2024 Aug 09, 2024	SELL	$47.85 - $49.0 $46,462 - $47,579	-971 Reduced 76.1%	305 $14,000
Q1 2024 May 10, 2024	BUY	$48.64 - $49.88 $62,064 - $63,646	1,276 New	1,276 $62,000

Others Institutions Holding SCHR

# of Institutions

485

Shares Held

363M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

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.

Account

Cibc Private Wealth Group, LLC Schwab Intermediate Term Us Tr Transaction History