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Disclosery

Corient Private Wealth LP: SCHF position timeline

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

Corient Private Wealth LP held 2,507,780 SCHF 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 2,507,780 shares
    Change vs previous 13F -16,638,410 shares

    0.1% of the 13F portfolio, value $69,465,520.

    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 19,146,190 shares
    Change vs previous 13F -1,257,676 shares

    0.68% of the 13F portfolio, value $473,655,083.

    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 20,403,866 shares
    Change vs previous 13F -17,782 shares

    0.67% of the 13F portfolio, value $490,694,692.

    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 20,421,648 shares
    Change vs previous 13F -419,288 shares

    0.75% of the 13F portfolio, value $475,415,967.

    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 20,840,936 shares
    Change vs previous 13F -786,822 shares

    0.61% of the 13F portfolio, value $460,584,678.

    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 21,627,758 shares
    Change vs previous 13F -874,662 shares

    0.7% of the 13F portfolio, value $427,797,076.

    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 22,502,420 shares
    Change vs previous 13F +751,003 shares

    0.69% of the 13F portfolio, value $415,454,771.

    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 21,751,417 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $894,418,221.

    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).