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 147,910 shares of SCHX stock, worth $3.87 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
147,910
Previous 129,483 14.23%
Holding current value
$3.87 Million
Previous $3 Million 8.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2025
BUY
$21.75 - $24.28 $400,787 - $447,407
18,427 Added 14.23%
147,910 $3.27 Million
Q4 2024

Feb 12, 2025
BUY
$22.4 - $68.28 $1.84 Million - $5.6 Million
81,964 Added 172.49%
129,483 $3 Million
Q3 2024

Nov 13, 2024
BUY
$61.11 - $67.85 $441,703 - $490,419
7,228 Added 17.94%
47,519 $3.22 Million
Q2 2024

Aug 09, 2024
BUY
$58.7 - $64.78 $437,608 - $482,934
7,455 Added 22.7%
40,291 $2.59 Million
Q1 2024

May 10, 2024
SELL
$55.41 - $62.08 $775,629 - $868,995
-13,998 Reduced 29.89%
32,836 $2.04 Million
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $800,288 - $934,522
16,511 Added 54.45%
46,834 $2.64 Million
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $80,626 - $86,790
1,601 Added 5.57%
30,323 $1.53 Million
Q2 2023

Nov 21, 2023
SELL
$47.67 - $52.37 $76,319 - $83,844
-1,601 Reduced 5.28%
28,722 $1.5 Million
Q2 2023

Aug 10, 2023
SELL
$47.67 - $52.37 $518,125 - $569,209
-10,869 Reduced 27.45%
28,722 $1.5 Million
Q1 2023

Nov 21, 2023
BUY
$44.78 - $49.41 $415,021 - $457,931
9,268 Added 30.56%
39,591 $1.92 Million
Q1 2023

May 11, 2023
BUY
$44.78 - $49.41 $61,214 - $67,543
1,367 Added 3.58%
39,591 $1.92 Million
Q4 2022

Jun 01, 2023
SELL
$42.25 - $48.16 $57,755 - $65,834
-1,367 Reduced 3.45%
38,224 $1.73 Million
Q4 2022

Feb 13, 2023
SELL
$42.25 - $48.16 $1.61 Million - $1.84 Million
-38,224 Reduced 50.0%
38,224 $1.73 Million
Q4 2022

Feb 13, 2023
BUY
$42.25 - $48.16 $1.39 Million - $1.59 Million
33,016 Added 76.02%
76,448 $3.45 Million
Q3 2022

Nov 14, 2022
SELL
$42.35 - $51.01 $69,708 - $83,962
-1,646 Reduced 3.65%
43,432 $1.84 Million
Q2 2022

Aug 03, 2022
BUY
$43.35 - $54.51 $43,263 - $54,400
998 Added 2.26%
45,078 $2.01 Million
Q1 2022

May 16, 2022
BUY
$49.51 - $57.27 $949,700 - $1.1 Million
19,182 Added 77.04%
44,080 $2.37 Million
Q4 2021

Feb 08, 2022
BUY
$51.9 - $57.29 $507,633 - $560,353
9,781 Added 64.7%
24,898 $2.83 Million
Q3 2021

Nov 12, 2021
SELL
$51.52 - $54.94 $41,834 - $44,611
-812 Reduced 5.1%
15,117 $1.57 Million
Q2 2021

Aug 16, 2021
BUY
$48.62 - $52.01 $7,536 - $8,061
155 Added 0.98%
15,929 $1.66 Million
Q1 2021

May 12, 2021
SELL
$44.9 - $48.34 $528,338 - $568,816
-11,767 Reduced 42.73%
15,774 $1.52 Million
Q4 2020

Feb 12, 2021
BUY
$39.35 - $45.48 $588,518 - $680,198
14,956 Added 118.84%
27,541 $2.51 Million
Q3 2020

Nov 03, 2020
BUY
$37.26 - $43.03 $468,917 - $541,532
12,585 New
12,585 $1.02 Million
Q2 2020

Aug 13, 2020
SELL
$29.25 - $38.76 $344,974 - $457,135
-11,794 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$26.61 - $40.52 $42,389 - $64,548
1,593 Added 15.62%
11,794 $722,000
Q4 2019

Jan 30, 2020
BUY
$34.42 - $38.54 $1,411 - $1,580
41 Added 0.4%
10,201 $784,000
Q3 2019

Oct 16, 2019
BUY
$35.28 - $36.01 $28,082 - $28,663
796 Added 8.5%
10,160 $721,000
Q2 2019

Jul 31, 2019
BUY
N/A
755 Added 8.77%
9,364 $657,000
Q1 2019

May 10, 2019
SELL
N/A
-2,456 Reduced 22.2%
8,609 $582,000
Q4 2018

Feb 05, 2019
BUY
N/A
858 Added 8.41%
11,065 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-1,463 Reduced 12.54%
10,207 $710,000
Q2 2018

Aug 02, 2018
BUY
N/A
3,207 Added 37.89%
11,670 $758,000
Q1 2018

May 17, 2018
BUY
N/A
365 Added 4.51%
8,463 $534,000
Q4 2017

Feb 12, 2018
BUY
N/A
331 Added 4.26%
8,098 $516,000
Q3 2017

Nov 14, 2017
BUY
N/A
7,767
7,767 $466,000

Others Institutions Holding SCHX

# of Institutions
1,592
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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