Corient Private Wealth LLC
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1948780
MIAMI, FL
All Filings in FNDB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $1,569,712 | 57,710 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FNDB | $1,556,975 | 58,599 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 FNDB | $1,977,732 | 76,835 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FNDB | $1,176,674 | 49,069 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 FNDB | $1,133,173 | 49,247 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 FNDB | $1,026,812 | 44,145 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 FNDB | — | 14,717 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 FNDB | — | 11,103 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 FNDB | — | 11,103 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 FNDB | — | 11,103 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 FNDB | — | 12,052 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 FNDB | — | 12,069 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 FNDB | — | 12,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 FNDB | — | 12,068 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||