Corient Private Wealth LLC
Position in SCHO — Schwab Short-Term U.S. Treasury ETF
CIK 1948780
MIAMI, FL
All Filings in SCHO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SCHO | $1,168,472 | 48,404 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 SCHO | $2,033,826 | 83,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SCHO | $903,298 | 37,066 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 SCHO | $654,359 | 26,818 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SCHO | $953,306 | 39,102 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 SCHO | $1,068,647 | 43,905 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SCHO | $1,679,652 | 69,811 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SCHO | — | 40,374 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 SCHO | — | 41,840 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SCHO | — | 39,660 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 SCHO | — | 38,803 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 SCHO | — | 23,821 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 SCHO | — | 24,850 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 SCHO | — | 24,930 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 SCHO | — | 6,440 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||