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Disclosery

Corient Private Wealth LP: SCHM position timeline

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

Corient Private Wealth LP held 686,859 SCHM 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 686,859 shares
    Change vs previous 13F -141,332 shares

    0.04% of the 13F portfolio, value $25,324,458.

    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 828,191 shares
    Change vs previous 13F -42,539 shares

    0.04% of the 13F portfolio, value $25,623,527.

    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 870,730 shares
    Change vs previous 13F +137,060 shares

    0.04% of the 13F portfolio, value $26,191,172.

    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 733,670 shares
    Change vs previous 13F +92,293 shares

    0.03% of the 13F portfolio, value $21,745,993.

    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 641,377 shares
    Change vs previous 13F -10,562 shares

    0.02% of the 13F portfolio, value $17,990,674.

    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 651,939 shares
    Change vs previous 13F -11,670 shares

    0.03% of the 13F portfolio, value $17,080,851.

    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 663,609 shares
    Change vs previous 13F +387,607 shares

    0.03% of the 13F portfolio, value $18,388,628.

    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 276,002 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $22,933,144.

    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).