Corient Private Wealth LLC

Position in SCHV — Schwab U.S. Large-Cap Value ETF

CIK 1948780 MIAMI, FL

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All Filings in SCHV

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SCHV	$2,856,090	82,048	-14.4%	Shares	Sole	2026-08-27
2026-03-31 SCHV	$2,925,041	95,903	-0.8%	Shares	Sole	2026-05-15
2025-12-31 SCHV	$2,861,214	96,630	+30.1%	Shares	Sole	2026-03-09
2025-09-30 SCHV	$2,162,057	74,272	-0.4%	Shares	Sole	2025-11-14
2025-06-30 SCHV	$2,064,348	74,606	-1.8%	Shares	Sole	2025-09-26
2025-03-31 SCHV	$2,019,388	75,974	+24.9%	Shares	Sole	2025-05-14
2024-12-31 SCHV	$1,585,447	60,815	+136.2%	Shares	Sole	2025-02-10
2024-09-30 SCHV	—	25,745	+36.1%	Shares	Sole	2024-11-12
2024-06-30 SCHV	—	18,918	-8.5%	Shares	Sole	2024-08-13
2024-03-31 SCHV	—	20,681	-1.8%	Shares	Sole	2024-05-09
2023-12-31 SCHV	—	21,056	-15.2%	Shares	Sole	2024-02-09
2023-09-30 SCHV	—	24,822	+105.2%	Shares	Sole	2023-11-03
2023-06-30 SCHV	—	12,097	-53.7%	Shares	Sole	2023-08-10
2023-03-31 SCHV	—	26,150	+31.9%	Shares	Sole	2023-05-15
2022-12-31 SCHV	—	19,826	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.