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Disclosery

CIBC Bancorp USA Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CIBC Bancorp USA Inc. on SCHW, newest first. How the timeline and the estimate are built.

CIBC Bancorp USA Inc. held 1,872,038 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,872,038 shares
    Change vs previous 13F -166,867 shares

    0.21% of the 13F portfolio, value $172,723,838.

    13F-HR 0001298088-26-000018 filed by CIBC Bancorp USA Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,038,905 shares
    Change vs previous 13F +34,331 shares

    0.26% of the 13F portfolio, value $191,554,896.

    13F-HR 0001298088-26-000011 filed by CIBC Bancorp USA Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,004,574 shares
    Change vs previous 13F -41,884 shares

    0.25% of the 13F portfolio, value $200,277,037.

    13F-HR 0001298088-26-000003 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CIBC WORLD MARKETS CORP: 234,232 shares
    • CIBC Private Wealth Group LLC: 1,770,342 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 2,046,458 shares
    Change vs previous 13F +207,066 shares

    0.26% of the 13F portfolio, value $195,375,366.

    13F-HR 0001298088-25-000031 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CIBC Private Wealth Group LLC: 1,810,337 shares
    • CIBC Bancorp USA Inc.: 236,121 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,839,392 shares
    Change vs previous 13F -18,329 shares

    0.3% of the 13F portfolio, value $167,826,168.

    13F-HR 0001298088-25-000014 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,857,721 shares
    Change vs previous 13F +62,329 shares

    0.27% of the 13F portfolio, value $129,910,437.

    13F-HR 0001298088-25-000009 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,795,392 shares
    Change vs previous 13F -39,233 shares

    0.24% of the 13F portfolio, value $131,063,644.

    13F-HR 0001298088-25-000002 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,834,625 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $118,902,063.

    13F-HR 0001298088-24-000025 filed by CIBC Private Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).