Cibc Private Wealth Group, LLC Schwab Charles Corp Transaction History

Cibc Private Wealth Group, LLC

  • $51.3 Billion
  • Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 1,857,721 shares of SCHW stock, worth $173 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,857,721
Previous 1,795,392 3.47%
Holding current value
$173 Million
Previous $133 Million 9.44%
% of portfolio
0.28%
Previous 0.25%

Shares

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

May 14, 2025
BUY
$71.24 - $83.64 $4.44 Million - $5.21 Million
62,329 Added 3.47%
1,857,721 $145 Million
Q4 2024

Feb 12, 2025
SELL
$63.31 - $82.85 $2.48 Million - $3.25 Million
-39,233 Reduced 2.14%
1,795,392 $133 Million
Q3 2024

Nov 13, 2024
SELL
$61.74 - $76.08 $7.97 Million - $9.82 Million
-129,089 Reduced 6.57%
1,834,625 $119 Million
Q2 2024

Aug 09, 2024
BUY
$70.03 - $78.9 $17.2 Million - $19.3 Million
245,139 Added 14.26%
1,963,714 $145 Million
Q1 2024

May 10, 2024
SELL
$61.89 - $72.38 $35.9 Million - $42 Million
-580,780 Reduced 25.26%
1,718,575 $124 Million
Q4 2023

Feb 13, 2024
SELL
$49.33 - $70.98 $7.01 Million - $10.1 Million
-142,007 Reduced 5.82%
2,299,355 $158 Million
Q3 2023

Nov 13, 2023
SELL
$54.2 - $67.94 $18.8 Million - $23.5 Million
-345,960 Reduced 12.41%
2,441,362 $134 Million
Q2 2023

Nov 21, 2023
BUY
$47.37 - $57.14 $16.4 Million - $19.8 Million
345,960 Added 14.17%
2,787,322 $158 Million
Q2 2023

Aug 10, 2023
SELL
$47.37 - $57.14 $3.62 Million - $4.36 Million
-76,342 Reduced 2.67%
2,787,322 $158 Million
Q1 2023

Nov 21, 2023
BUY
$51.91 - $85.6 $21.9 Million - $36.1 Million
422,302 Added 17.3%
2,863,664 $150 Million
Q1 2023

May 11, 2023
SELL
$51.91 - $85.6 $289 Million - $477 Million
-5,573,406 Reduced 66.06%
2,863,664 $150 Million
Q4 2022

Jun 01, 2023
BUY
$67.43 - $83.26 $376 Million - $464 Million
5,573,406 Added 194.62%
8,437,070 $702 Million
Q4 2022

Feb 13, 2023
BUY
$67.43 - $83.26 $585 Million - $723 Million
8,680,289 Added 107.11%
16,784,516 $1.4 Billion
Q4 2022

Feb 13, 2023
SELL
$67.43 - $83.26 $563 Million - $695 Million
-8,347,446 Reduced 49.73%
8,437,070 $702 Million
Q3 2022

Nov 14, 2022
BUY
$21.16 - $74.92 $454,664 - $1.61 Million
21,487 Added 0.27%
8,104,227 $582 Million
Q2 2022

Aug 03, 2022
SELL
$59.99 - $83.83 $5.84 Million - $8.16 Million
-97,381 Reduced 1.19%
8,082,740 $511 Million
Q1 2022

May 16, 2022
BUY
$75.69 - $95.53 $44.4 Million - $56 Million
586,322 Added 7.72%
8,180,121 $690 Million
Q4 2021

Feb 08, 2022
BUY
$73.23 - $85.82 $6.02 Million - $7.05 Million
82,206 Added 1.09%
7,593,799 $639 Million
Q3 2021

Nov 12, 2021
BUY
$66.68 - $77.38 $21 Million - $24.3 Million
314,437 Added 4.37%
7,511,593 $547 Million
Q2 2021

Aug 16, 2021
BUY
$63.69 - $76.01 $53.8 Million - $64.2 Million
844,352 Added 13.29%
7,197,156 $524 Million
Q1 2021

May 12, 2021
SELL
$51.54 - $67.65 $56.9 Million - $74.7 Million
-1,103,607 Reduced 14.8%
6,352,804 $414 Million
Q4 2020

Feb 12, 2021
BUY
$36.75 - $53.04 $39 Million - $56.3 Million
1,062,205 Added 16.61%
7,456,411 $395 Million
Q3 2020

Nov 03, 2020
BUY
$33.02 - $36.28 $211 Million - $231 Million
6,379,241 Added 42627.74%
6,394,206 $232 Million
Q3 2020

Oct 29, 2020
SELL
$33.02 - $36.28 $149 Million - $164 Million
-4,513,997 Reduced 99.67%
14,965 $542,000
Q2 2020

Aug 13, 2020
SELL
$31.75 - $42.82 $8.2 Million - $11.1 Million
-258,401 Reduced 5.4%
4,528,962 $153 Million
Q1 2020

May 15, 2020
BUY
$28.43 - $49.0 $28.4 Million - $49 Million
999,683 Added 26.39%
4,787,363 $161 Million
Q4 2019

Jan 30, 2020
BUY
$35.1 - $51.07 $1.8 Million - $2.63 Million
51,402 Added 1.38%
3,787,680 $180 Million
Q3 2019

Oct 16, 2019
BUY
$36.12 - $44.28 $8.89 Million - $10.9 Million
246,251 Added 7.06%
3,736,278 $156 Million
Q2 2019

Jul 31, 2019
BUY
$39.15 - $46.26 $77.8 Million - $91.9 Million
1,987,302 Added 132.25%
3,490,027 $140 Million
Q1 2019

May 10, 2019
BUY
$40.72 - $47.98 $677,865 - $798,723
16,647 Added 1.12%
1,502,725 $64.3 Million
Q4 2018

Feb 05, 2019
SELL
$38.25 - $52.17 $7.31 Million - $9.97 Million
-191,137 Reduced 11.4%
1,486,078 $61.7 Million
Q3 2018

Nov 14, 2018
SELL
$49.15 - $54.22 $10.6 Million - $11.7 Million
-215,114 Reduced 11.37%
1,677,215 $82.4 Million
Q2 2018

Aug 02, 2018
BUY
$50.11 - $59.59 $19.5 Million - $23.1 Million
388,381 Added 25.82%
1,892,329 $96.7 Million
Q1 2018

May 17, 2018
BUY
$48.9 - $57.76 $92,665 - $109,455
1,895 Added 0.13%
1,503,948 $78.5 Million
Q4 2017

Feb 12, 2018
BUY
$43.27 - $52.28 $421,363 - $509,102
9,738 Added 0.65%
1,502,053 $77.2 Million
Q3 2017

Nov 14, 2017
BUY
$38.11 - $44.04 $50.9 Million - $58.8 Million
1,335,522 Added 851.77%
1,492,315 $65.3 Million
Q2 2017

Aug 09, 2017
BUY
N/A
156,793
156,793 $6.74 Million

Others Institutions Holding SCHW

# of Institutions
2,495
Shares Held
1.45B
Call Options Held
19.2M
Put Options Held
17.7M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $169B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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