Corient Private Wealth LLC

Position in SCHK — Schwab 1000 Index ETF

CIK 1948780 MIAMI, FL

Back to SCHK Full portfolio

All Filings in SCHK

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SCHK	$1,018,767	28,252	-33.7%	Shares	Sole	2026-08-27
2026-03-31 SCHK	$1,335,754	42,635	+144.2%	Shares	Sole	2026-05-15
2025-12-31 SCHK	$572,688	17,460	+39.6%	Shares	Sole	2026-03-09
2025-09-30 SCHK	$401,692	12,506	+0.6%	Shares	Sole	2025-11-14
2025-06-30 SCHK	$370,632	12,429	-15.0%	Shares	Sole	2025-09-26
2025-03-31 SCHK	$393,624	14,622	+19.1%	Shares	Sole	2025-05-14
2024-12-31 SCHK	$347,675	12,281	+3.9%	Shares	Sole	2025-02-10
2024-09-30 SCHK	—	11,823	+98.2%	Shares	Sole	2024-11-12
2024-06-30 SCHK	—	5,964	-0.0%	Shares	Sole	2024-08-13
2024-03-31 SCHK	—	5,965	+0.1%	Shares	Sole	2024-05-09
2023-12-31 SCHK	—	5,959	+0.1%	Shares	Sole	2024-02-09
2023-09-30 SCHK	—	5,951	+0.1%	Shares	Sole	2023-11-03
2023-06-30 SCHK	—	5,946	+0.1%	Shares	Sole	2023-08-10
2023-03-31 SCHK	—	5,939	-28.5%	Shares	Sole	2023-05-15
2022-12-31 SCHK	—	8,306	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.