Skip to content
Disclosery

Corient Private Wealth LP: SCHG position timeline

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

Corient Private Wealth LP held 246,822 SCHG 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 246,822 shares
    Change vs previous 13F -61,584 shares

    0.01% of the 13F portfolio, value $8,352,467.

    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 308,406 shares
    Change vs previous 13F +13,523 shares

    0.01% of the 13F portfolio, value $8,975,467.

    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 294,883 shares
    Change vs previous 13F +167,511 shares

    0.01% of the 13F portfolio, value $9,621,016.

    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 127,372 shares
    Change vs previous 13F -37,166 shares

    0.01% of the 13F portfolio, value $4,064,449.

    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 164,538 shares
    Change vs previous 13F -72,792 shares

    0.01% of the 13F portfolio, value $4,806,166.

    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 237,330 shares
    Change vs previous 13F +49,603 shares

    0.01% of the 13F portfolio, value $5,942,786.

    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 187,727 shares
    Change vs previous 13F +130,871 shares

    0.01% of the 13F portfolio, value $5,231,998.

    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 56,856 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,923,232.

    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).