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Disclosery

Corient Private Wealth LP: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on SCHC, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 623,892 SCHC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 623,892 shares
    Change vs previous 13F -11,491 shares

    0.04% of the 13F portfolio, value $30,021,678.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 635,383 shares
    Change vs previous 13F -2,704 shares

    0.04% of the 13F portfolio, value $29,636,915.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 638,087 shares
    Change vs previous 13F +25,061 shares

    0.04% of the 13F portfolio, value $29,052,314.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 613,026 shares
    Change vs previous 13F -32,174,371 shares

    0.04% of the 13F portfolio, value $27,898,803.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 32,787,397 shares
    Change vs previous 13F +31,625,161 shares

    1.86% of the 13F portfolio, value $1,396,405,960.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,162,236 shares
    Change vs previous 13F -72,663 shares

    0.07% of the 13F portfolio, value $41,701,132.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,234,899 shares
    Change vs previous 13F +13,073 shares

    0.07% of the 13F portfolio, value $42,394,177.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,221,826 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $47,076,925.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).