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SCHC
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Position history for Corient Private Wealth LLC's holdings in SCHWAB STRATEGIC TR

Corient Private Wealth LLC holds 635,383 shares of SCHC (SCHWAB STRATEGIC TR), worth $29.6M as of 2026-Q1. The position was increased (+6.2% shares). SCHC represents 0.0% of Corient Private Wealth LLC's portfolio.

Current Value

$29.6M

Current Shares

635,383

Total Value Change

-$13M

Total Shares Change

-564,232

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
635,383
+6.2%
$29.6M0.0%$49.02
31
2025-Q4
Decreased
598,521
-2.4%
$27.3M0.0%$45.74
0
2025-Q3
Decreased
613,026
-57.4%
$27.9M0.0%$43.77
0
2025-Q2
Increased
1.4M
+23.9%
$2.8B3.0%$40.83
67
2025-Q1
Decreased
1.2M
-5.9%
$41.7M0.1%$34.85
0
2024-Q4
Increased
1.2M
+1.1%
$42.4M0.1%$32.97
29
2024-Q3
Increased
1.2M
+1.9%
$47.1M0.1%$36.03
30
2024-Q2
Decreased
1.2M
-1.6%
$42.7M0.1%$33.19
0

Other major holders of SCHC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, TIAA TRUST, NATIONAL ASSOCIATION, PNC FINANCIAL SERVICES GROUP, INC.

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