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

Cibc Private Wealth Group, LLC

$56.1 Billion
Q3 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 165,455 shares of SCHX stock, worth $4.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

165,455

Previous 147,910 11.86%

Holding current value

$4.39 Million

Previous $3.27 Million 33.48%

% of portfolio

0.01%

Previous 0.01%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 21, 2025	BUY	$24.46 - $26.5 $429,150 - $464,942	17,545 Added 11.86%	165,455 $4.36 Million
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

1,634

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

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 Strategic Tr Us Large C Transaction History