Position history for Corient Private Wealth LLC's holdings in SCHWAB STRATEGIC TR
Corient Private Wealth LLC holds 598,521 shares of SCHC (SCHWAB STRATEGIC TR), worth $27.3M as of 2025-Q4. The position was decreased (-2.4% shares). SCHC represents 0.0% of Corient Private Wealth LLC's portfolio.
Current Value
$27.3M
Current Shares
598,521
Total Value Change
-$15.4M
Total Shares Change
-601,094
Other major holders of SCHC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, TIAA TRUST, NATIONAL ASSOCIATION, PNC FINANCIAL SERVICES GROUP, INC.
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 |