Cibc Private Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History

Cibc Private Wealth Group, LLC

  • $50.1 Billion
  • Q1 2024

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 5,710 shares of SCHV stock, worth $422,311. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,710
Previous 5,741 0.54%
Holding current value
$422,311
Previous $402,000 7.71%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $182,076 - $196,156
2,833 Added 63.25%
7,312 $482,000
Q4 2022

Feb 13, 2023
BUY
$64.27 - $69.24 $32,134 - $34,620
500 Added 7.34%
7,312 $482,000
Q4 2021

Feb 08, 2022
BUY
N/A
551 Added 8.8%
6,812 $499,000
Q3 2021

Nov 12, 2021
SELL
N/A
-43 Reduced 0.68%
6,261 $422,000
Q2 2021

Aug 16, 2021
BUY
N/A
100 Added 1.61%
6,304 $431,000
Q1 2021

May 12, 2021
SELL
N/A
-39 Reduced 0.62%
6,204 $405,000
Q4 2020

Feb 12, 2021
BUY
N/A
355 Added 6.03%
6,243 $372,000
Q3 2020

Nov 03, 2020
BUY
N/A
5,888 New
5,888 $307,000
Q2 2020

Aug 13, 2020
SELL
N/A
-7,548 Closed
0 $0
Q1 2020

May 15, 2020
SELL
N/A
-3,905 Reduced 34.1%
7,548 $334,000
Q4 2019

Jan 30, 2020
SELL
N/A
-370 Reduced 3.13%
11,453 $689,000
Q3 2019

Oct 16, 2019
SELL
N/A
-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
787
Shares Held
102M
Call Options Held
9.1K
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
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