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
Other major holders of SCHC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, TIAA TRUST, NATIONAL ASSOCIATION, PNC FINANCIAL SERVICES GROUP, INC.
Increased |
| 635,383 |
+6.2% |
| $29.6M |
| 0.0% |
| $49.02 |
31 |
| 2025-Q4 | Decreased | 598,521 | -2.4% | $27.3M | 0.0% | $45.74 | 0 |
| 2025-Q3 | Decreased | 613,026 | -57.4% | $27.9M | 0.0% | $43.77 | 0 |
| 2025-Q2 | Increased | 1.4M | +23.9% | $2.8B | 3.0% | $40.83 | 67 |
| 2025-Q1 | Decreased | 1.2M | -5.9% | $41.7M | 0.1% | $34.85 | 0 |
| 2024-Q4 | Increased | 1.2M | +1.1% | $42.4M | 0.1% | $32.97 | 29 |
| 2024-Q3 | Increased | 1.2M | +1.9% | $47.1M | 0.1% | $36.03 | 30 |
| 2024-Q2 | Decreased | 1.2M | -1.6% | $42.7M | 0.1% | $33.19 | 0 |