Corient Private Wealth LLC

Position in SCHH — Schwab U.S. REIT ETF

CIK 1948780 MIAMI, FL

Back to SCHH Full portfolio

All Filings in SCHH

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SCHH	$911,585	38,496	+285.6%	Shares	Sole	2026-08-27
2026-03-31 SCHH	$214,556	9,984	-81.3%	Shares	Sole	2026-05-15
2025-12-31 SCHH	$1,112,998	53,279	+77.2%	Shares	Sole	2026-03-09
2025-09-30 SCHH	$648,566	30,068	-42.9%	Shares	Sole	2025-11-14
2025-06-30 SCHH	$1,114,116	52,652	+1.7%	Shares	Sole	2025-09-26
2025-03-31 SCHH	$1,113,529	51,768	-4.3%	Shares	Sole	2025-05-14
2024-12-31 SCHH	$1,138,672	54,068	+8.6%	Shares	Sole	2025-02-10
2024-09-30 SCHH	—	49,797	+1.7%	Shares	Sole	2024-11-12
2024-06-30 SCHH	—	48,953	-7.0%	Shares	Sole	2024-08-13
2024-03-31 SCHH	—	52,612	+1.5%	Shares	Sole	2024-05-09
2023-12-31 SCHH	—	51,823	+101.4%	Shares	Sole	2024-02-09
2023-09-30 SCHH	—	25,736	+10.0%	Shares	Sole	2023-11-03
2023-06-30 SCHH	—	23,402	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.