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Disclosery

Corient Private Wealth LP: SCHO position timeline

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

Corient Private Wealth LP held 48,404 SCHO 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 48,404 shares
    Change vs previous 13F -35,396 shares

    <0.01% of the 13F portfolio, value $1,168,471.

    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 83,800 shares
    Change vs previous 13F +46,734 shares

    <0.01% of the 13F portfolio, value $2,025,631.

    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 37,066 shares
    Change vs previous 13F +10,248 shares

    <0.01% of the 13F portfolio, value $903,303.

    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 26,818 shares
    Change vs previous 13F -12,284 shares

    <0.01% of the 13F portfolio, value $654,357.

    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 39,102 shares
    Change vs previous 13F -4,803 shares

    <0.01% of the 13F portfolio, value $953,295.

    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 43,905 shares
    Change vs previous 13F -25,906 shares

    <0.01% of the 13F portfolio, value $1,068,657.

    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 69,811 shares
    Change vs previous 13F +29,437 shares

    <0.01% of the 13F portfolio, value $1,679,651.

    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 40,374 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,977,522.

    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).