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Disclosery

Corient Private Wealth LP: SCHW position timeline

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

Corient Private Wealth LP held 682,541 SCHW 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 682,541 shares
    Change vs previous 13F -122,599 shares

    0.09% of the 13F portfolio, value $62,978,255.

    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 805,140 shares
    Change vs previous 13F +36,423 shares

    0.11% of the 13F portfolio, value $75,326,768.

    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 768,717 shares
    Change vs previous 13F +60,373 shares

    0.1% of the 13F portfolio, value $76,806,819.

    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 708,344 shares
    Change vs previous 13F -45,880 shares

    0.11% of the 13F portfolio, value $67,625,561.

    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 754,224 shares
    Change vs previous 13F -53,080 shares

    0.09% of the 13F portfolio, value $68,815,489.

    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 807,304 shares
    Change vs previous 13F -30,128 shares

    0.1% of the 13F portfolio, value $63,153,153.

    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 837,432 shares
    Change vs previous 13F +201,752 shares

    0.1% of the 13F portfolio, value $61,939,359.

    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 635,680 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $41,198,518.

    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).