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Disclosery

Corient Private Wealth LP: SCHI position timeline

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

Corient Private Wealth LP held 45,298 SCHI 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 45,298 shares
    Change vs previous 13F -9,218 shares

    <0.01% of the 13F portfolio, value $1,025,555.

    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 54,516 shares
    Change vs previous 13F -6,040 shares

    <0.01% of the 13F portfolio, value $1,236,445.

    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 60,556 shares
    Change vs previous 13F +34,597 shares

    <0.01% of the 13F portfolio, value $1,391,295.

    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 25,959 shares
    Change vs previous 13F +9,853 shares

    <0.01% of the 13F portfolio, value $599,138.

    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 16,106 shares
    Change vs previous 13F +1,200 shares

    <0.01% of the 13F portfolio, value $366,572.

    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 14,906 shares
    Change vs previous 13F +956 shares

    <0.01% of the 13F portfolio, value $334,789.

    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 13,950 shares
    Change vs previous 13F +8,372 shares

    <0.01% of the 13F portfolio, value $307,876.

    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 5,578 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $257,480.

    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).