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Disclosery

Corient Private Wealth LP: SCHH position timeline

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

Corient Private Wealth LP held 38,496 SCHH 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 38,496 shares
    Change vs previous 13F +28,512 shares

    <0.01% of the 13F portfolio, value $911,578.

    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 9,984 shares
    Change vs previous 13F -43,295 shares

    <0.01% of the 13F portfolio, value $206,664.

    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 53,279 shares
    Change vs previous 13F +23,211 shares

    <0.01% of the 13F portfolio, value $1,116,738.

    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 30,068 shares
    Change vs previous 13F -22,584 shares

    <0.01% of the 13F portfolio, value $648,566.

    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 52,652 shares
    Change vs previous 13F +884 shares

    <0.01% of the 13F portfolio, value $1,114,134.

    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 51,768 shares
    Change vs previous 13F -2,300 shares

    <0.01% of the 13F portfolio, value $1,113,563.

    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 54,068 shares
    Change vs previous 13F +4,271 shares

    <0.01% of the 13F portfolio, value $1,138,689.

    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 49,797 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,153,791.

    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).