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SCHWSCHW
Showing 6 of 29 quarters

Position history for CIBC Private Wealth Group LLCCIBC Private Wealth Group LLC's holdings in SCHWAB (CHARLES) CORP

CIBC Private Wealth Group LLC holds 1.8M shares of SCHW (SCHWAB (CHARLES) CORP), worth $176.9M as of 2025-Q4. The position was decreased (-2.2% shares). SCHW represents 0.3% of CIBC Private Wealth Group LLC's portfolio.

Current Value

$176.9M

Current Shares

1.8M

Total Value Change

+$58M

Total Shares Change

-64,283

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q4
Latest
Decreased
1.8M
-2.2%
$176.9M0.3%$98.93
0
2025-Q3
Decreased
1.8M
-1.6%
$172.8M0.3%$94.27
0
2025-Q2
Decreased
1.8M
-1.0%
$167.8M0.3%$89.84
0
2025-Q1
Increased
1.9M
+3.5%
$129.9M0.3%$76.83
37
2024-Q4
Decreased
1.8M
-2.1%
$131.1M0.2%$72.40
0
2024-Q3
Decreased
1.8M
-6.6%
$118.9M0.2%$63.18
0

Other major holders of SCHW: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, TORONTO DOMINION BANK

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