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Disclosery

Corient Private Wealth LP: SCHD position timeline

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

Corient Private Wealth LP held 362,931 SCHD 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 362,931 shares
    Change vs previous 13F -519,716 shares

    0.02% of the 13F portfolio, value $11,508,592.

    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 882,647 shares
    Change vs previous 13F +53,219 shares

    0.04% of the 13F portfolio, value $27,031,682.

    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 829,428 shares
    Change vs previous 13F +1,944 shares

    0.03% of the 13F portfolio, value $22,756,194.

    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 827,484 shares
    Change vs previous 13F -8,129 shares

    0.04% of the 13F portfolio, value $22,590,359.

    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 835,613 shares
    Change vs previous 13F -50,679 shares

    0.03% of the 13F portfolio, value $22,143,734.

    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 886,292 shares
    Change vs previous 13F -119,695 shares

    0.04% of the 13F portfolio, value $24,780,721.

    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 1,005,987 shares
    Change vs previous 13F -481,069 shares

    0.05% of the 13F portfolio, value $27,483,582.

    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 1,487,056 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $125,542,386.

    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).