Back to Corient Private Wealth LP Corient Private Wealth LP

SCHXSCHX
15 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in SCHWAB STRATEGIC TR

Corient Private Wealth LP holds 6M shares of SCHX (SCHWAB STRATEGIC TR), worth $177.3M as of 2026-Q2. The position was decreased (-10.4% shares). SCHX represents 0.2% of Corient Private Wealth LP's portfolio.

Current Value

$177.3M

Current Shares

6M

Total Value Change

+$124.2M

Total Shares Change

+4.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6M
-10.4%
$177.3M0.2%$29.43
0
2026-Q1
Decreased
6.7M
-39.4%
$165M0.2%$25.57
0
2025-Q4
Increased
11.1M
+102.2%
$298.5M0.2%$26.76
60
2025-Q3
Decreased
5.5M
-9.4%
$144.5M0.2%$26.12
0
2025-Q2
Increased
6.1M
+27.6%
$147.9M0.2%$24.17
45
2025-Q1
Decreased
4.7M
-3.6%
$104.7M0.2%$21.77
0
2024-Q4
Increased
4.9M
+175.7%
$105.6M0.2%$22.79
58
2024-Q3
Increased
1.8M
+12.3%
$120.9M0.2%$22.16
40
2024-Q2
Increased
1.6M
+5.6%
$102.2M0.2%$21.03
38
2024-Q1
Increased
1.5M
+6.3%
$93.4M0.2%$20.25
38
2023-Q4
Increased
1.4M
+1.1%
$79.9M0.1%$18.35
36
2023-Q3
Increased
1.4M
+6.3%
$70.9M0.2%$16.39
38
2023-Q2
Decreased
1.3M
-2.0%
$69.1M0.2%$16.81
0
2023-Q1
Increased
1.3M
+14.5%
$65.1M0.2%$15.47
40
2022-Q4
New
1.2M
-
$53.1M0.2%$14.46
49

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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