Corient Private Wealth LLC
Position in SCHR — Schwab Intermediate-Term U.S. Treasury ETF
CIK 1948780
MIAMI, FL
All Filings in SCHR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SCHR | $532,409 | 21,590 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 SCHR | $1,104,260 | 44,330 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SCHR | $1,078,339 | 42,996 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 SCHR | $794,962 | 31,634 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SCHR | $761,512 | 30,424 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 SCHR | $514,229 | 20,685 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SCHR | $897,977 | 36,969 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SCHR | — | 19,279 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 SCHR | — | 13,681 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SCHR | — | 14,606 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 SCHR | — | 13,470 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||