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Disclosery

Corient Private Wealth LP: SCHX position timeline

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

Corient Private Wealth LP held 6,026,096 SCHX 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 6,026,096 shares
    Change vs previous 13F -699,293 shares

    0.25% of the 13F portfolio, value $177,347,995.

    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 6,725,389 shares
    Change vs previous 13F -338,711 shares

    0.24% of the 13F portfolio, value $165,019,600.

    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 7,064,100 shares
    Change vs previous 13F +1,578,858 shares

    0.26% of the 13F portfolio, value $190,107,278.

    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 5,485,242 shares
    Change vs previous 13F -566,319 shares

    0.23% of the 13F portfolio, value $144,481,275.

    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 6,051,561 shares
    Change vs previous 13F +1,308,534 shares

    0.2% of the 13F portfolio, value $147,900,131.

    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 4,743,027 shares
    Change vs previous 13F -178,946 shares

    0.17% of the 13F portfolio, value $104,726,106.

    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 4,921,973 shares
    Change vs previous 13F +3,136,903 shares

    0.18% of the 13F portfolio, value $105,645,277.

    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 1,785,070 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $120,920,578.

    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).