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Livermore
Livermore
ZHEN

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
Latest filing
Feb 12, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by CIBC Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q4 2025 holdings

Shares (Q4 2025)
1,770,342
Value
$176.9M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of SCHW by CIBC Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20251,770,342$176.9M0.3%−39,995−2.2%ReducedHolders
Q3 20251,810,337$172.8M0.3%−29,055−1.6%ReducedHolders
Q2 20251,839,392$167.8M0.3%−18,329−1.0%ReducedHolders
Q1 20251,857,721$129.9M0.3%+62,329+3.5%AddedHolders
Q4 20241,795,392$131.1M0.2%−39,233−2.1%ReducedHolders
Q3 20241,834,625$118.9M0.2%−129,089−6.6%ReducedHolders
Q2 20241,963,714$143.8M0.3%+245,139+14.3%AddedHolders
Q1 20241,718,575$124.4M0.2%−580,780−25.3%ReducedHolders
Q4 20232,299,355$158.2M0.3%−142,007−5.8%ReducedHolders
Q3 20232,441,362$134.0M0.3%−345,960−12.4%ReducedHolders
Q2 20232,787,322$158.0M0.3%−76,342−2.7%ReducedHolders
Q1 20232,863,664$158.8M0.5%−5,573,406−66.1%ReducedHolders
Q4 20228,437,070$475.2M1.6%+332,843+4.1%AddedHolders
Q3 20228,104,227$582.5M1.6%+21,487+0.3%AddedHolders
Q2 20228,082,740$510.7M1.3%−97,381−1.2%ReducedHolders
Q1 20228,180,121$689.7M1.5%+586,322+7.7%AddedHolders
Q4 20217,593,799$638.6M1.3%+82,206+1.1%AddedHolders
Q3 20217,511,593$547.1M1.3%+314,437+4.4%AddedHolders
Q2 20217,197,156$524.0M1.2%+844,352+13.3%AddedHolders
Q1 20216,352,804$414.1M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.