Corient Private Wealth LLC
Position in SCHI — Schwab 5-10 Year Corporate Bond ETF
CIK 1948780
MIAMI, FL
All Filings in SCHI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SCHI | $1,025,546 | 45,298 | Shares | Sole | 2026-08-27 | |
| 2025-03-31 SCHI | $334,788 | 14,906 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SCHI | $307,876 | 13,950 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SCHI | — | 5,578 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||