Cibc Private Wealth Group, LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 15,435 shares of SCHV stock, worth $413,658. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,435
Previous 15,510 0.48%
Holding current value
$413,658
Previous $404,000 1.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
SELL
$25.77 - $27.6 $1,932 - $2,070
-75 Reduced 0.48%
15,435 $410,000
Q4 2024

Feb 12, 2025
BUY
$25.79 - $80.4 $253,773 - $791,136
9,840 Added 173.54%
15,510 $404,000
Q2 2024

Aug 09, 2024
SELL
$71.74 - $75.86 $2,869 - $3,034
-40 Reduced 0.7%
5,670 $420,000
Q1 2024

May 10, 2024
SELL
$68.82 - $75.98 $2,133 - $2,355
-31 Reduced 0.54%
5,710 $433,000
Q4 2023

Feb 13, 2024
SELL
$61.16 - $70.24 $917 - $1,053
-15 Reduced 0.26%
5,741 $402,000
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $85,847 - $92,427
1,332 Added 30.11%
5,756 $371,000
Q2 2023

Nov 21, 2023
SELL
$63.33 - $67.21 $84,355 - $89,523
-1,332 Reduced 23.14%
4,424 $296,000
Q2 2023

Aug 10, 2023
SELL
$63.33 - $67.21 $3,483 - $3,696
-55 Reduced 1.23%
4,424 $296,000
Q1 2023

Nov 21, 2023
SELL
$62.59 - $69.3 $79,927 - $88,496
-1,277 Reduced 22.19%
4,479 $293,000
Q1 2023

May 11, 2023
SELL
$62.59 - $69.3 $177,317 - $196,326
-2,833 Reduced 38.74%
4,479 $293,000
Q4 2022

Jun 01, 2023
BUY
$59.13 - $69.24 $167,515 - $196,156
2,833 Added 63.25%
7,312 $482,000
Q4 2022

Feb 13, 2023
BUY
$59.13 - $69.24 $29,565 - $34,620
500 Added 7.34%
7,312 $482,000
Q4 2021

Feb 08, 2022
BUY
$67.9 - $73.3 $37,412 - $40,388
551 Added 8.8%
6,812 $499,000
Q3 2021

Nov 12, 2021
SELL
$66.91 - $71.05 $2,877 - $3,055
-43 Reduced 0.68%
6,261 $422,000
Q2 2021

Aug 16, 2021
BUY
$65.81 - $69.75 $6,581 - $6,975
100 Added 1.61%
6,304 $431,000
Q1 2021

May 12, 2021
SELL
$58.71 - $65.66 $2,289 - $2,560
-39 Reduced 0.62%
6,204 $405,000
Q4 2020

Feb 12, 2021
BUY
$50.83 - $59.53 $18,044 - $21,133
355 Added 6.03%
6,243 $372,000
Q3 2020

Nov 03, 2020
BUY
$49.44 - $54.86 $291,102 - $323,015
5,888 New
5,888 $307,000
Q2 2020

Aug 13, 2020
SELL
$42.21 - $55.29 $318,601 - $417,328
-7,548 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$38.4 - $61.03 $149,952 - $238,322
-3,905 Reduced 34.1%
7,548 $334,000
Q4 2019

Jan 30, 2020
SELL
$54.73 - $60.25 $20,250 - $22,292
-370 Reduced 3.13%
11,453 $689,000
Q3 2019

Oct 16, 2019
SELL
$56.56 - $57.5 $436,643 - $443,900
-7,720 Reduced 39.5%
11,823 $671,000
Q2 2019

Jul 31, 2019
SELL
N/A
-397 Reduced 1.99%
19,543 $1.1 Million
Q1 2019

May 10, 2019
BUY
N/A
12,605 Added 171.85%
19,940 $1.09 Million
Q4 2018

Feb 05, 2019
SELL
N/A
-1,271 Reduced 14.77%
7,335 $0
Q3 2018

Nov 14, 2018
BUY
N/A
196 Added 2.33%
8,606 $483,000
Q2 2018

Aug 02, 2018
SELL
N/A
-550 Reduced 6.14%
8,410 $447,000
Q1 2018

May 17, 2018
SELL
N/A
-904 Reduced 9.16%
8,960 $473,000
Q4 2017

Feb 12, 2018
SELL
N/A
-912 Reduced 8.46%
9,864 $539,000
Q3 2017

Nov 14, 2017
BUY
N/A
10,776
10,776 $558,000

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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