Corient Private Wealth LLC
Position in FNDC — Schwab Fundamental International Small Equity ETF
CIK 1948780
MIAMI, FL
All Filings in FNDC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 FNDC | $954,349 | 19,653 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 FNDC | $1,462,518 | 31,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FNDC | $1,212,250 | 27,211 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 FNDC | $242,980 | 5,459 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 FNDC | $208,315 | 4,954 | Shares | Sole | 2025-09-26 | |
| No filing history on record for this holder in this stock. | ||||||