Corient Private Wealth LLC

Position in SCHB — Schwab U.S. Broad Market ETF

CIK 1948780 MIAMI, FL

Back to SCHB Full portfolio

All Filings in SCHB

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SCHB	$29,003,642	1,001,507	+15.0%	Shares	Sole	2026-08-27
2026-03-31 SCHB	$21,857,481	870,816	+2.7%	Shares	Sole	2026-05-15
2025-12-31 SCHB	$22,232,888	847,613	+9.4%	Shares	Sole	2026-03-09
2025-09-30 SCHB	$19,912,266	774,495	+11.7%	Shares	Sole	2025-11-14
2025-06-30 SCHB	$16,517,073	693,121	+3.3%	Shares	Sole	2025-09-26
2025-03-31 SCHB	$14,453,153	671,303	-5.0%	Shares	Sole	2025-05-14
2024-12-31 SCHB	$16,047,696	706,947	+169.1%	Shares	Sole	2025-02-10
2024-09-30 SCHB	—	262,745	+4.3%	Shares	Sole	2024-11-12
2024-06-30 SCHB	—	251,973	-0.1%	Shares	Sole	2024-08-13
2024-03-31 SCHB	—	252,206	+4.2%	Shares	Sole	2024-05-09
2023-12-31 SCHB	—	241,995	+85.9%	Shares	Sole	2024-02-09
2023-09-30 SCHB	—	130,177	+12.0%	Shares	Sole	2023-11-03
2023-06-30 SCHB	—	116,211	-3.8%	Shares	Sole	2023-08-10
2023-03-31 SCHB	—	120,853	+74.0%	Shares	Sole	2023-05-15
2022-12-31 SCHB	—	69,463	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.