Corient Private Wealth
SCHB icon

Corient Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Corient Private Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.6M Sell
870,816
-802,438
-48% -$21.1M 0.03% 382
2025
Q4 		$43.9M Buy
1,673,254
+898,759
+116% +$23.4M 0.03% 391
2025
Q3 		$19.9M Buy
774,495
+81,374
+12% +$2.01M 0.03% 387
2025
Q2 		$16.5M Buy
693,121
+21,818
+3% +$481K 0.02% 418
2025
Q1 		$14.5M Sell
671,303
-35,644
-5% -$811K 0.02% 443
2024
Q4 		$15.8M Sell
706,947
-81,288
-10% -$1.86M 0.03% 429
2024
Q3 		$17.5M Buy
788,235
+32,316
+4% +$690K 0.03% 442
2024
Q2 		$15.9M Sell
755,919
-699
-0.1% -$14.2K 0.03% 431
2024
Q1 		$15.4M Buy
756,618
+30,633
+4% +$593K 0.03% 439
2023
Q4 		$13.5M Buy
725,985
+335,454
+86% +$5.79M 0.02% 464
2023
Q3 		$6.49M Buy
390,531
+41,898
+12% +$725K 0.01% 588
2023
Q2 		$6.01M Sell
348,633
-13,926
-4% -$227K 0.01% 583
2023
Q1 		$5.78M Buy
362,559
+154,170
+74% +$2.41M 0.02% 553
2022
Q4 		$3.11M Buy
+208,389
New +$3.13M 0.01% 598

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Corient Private Wealth's SCHB Position: Q1 2026 in Review

Corient Private Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 48% in Q1 2026, selling an estimated $21.1M and leaving 870,816 shares worth $21.6M. The position accounts for 0.03% of the portfolio, ranked #382.

Corient Private Wealth first reported a position in SCHB in Q4 2022 and has held it in 14 quarters since. The position peaked at $43.9M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Corient Private Wealth held 870,816 shares of Schwab US Broad Market ETF worth $21.6M as of Q1 2026.
  • Corient Private Wealth sold 802,438 Schwab US Broad Market ETF shares in Q1 2026, an estimated $21.1M.
  • Schwab US Broad Market ETF made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #382 holding.
  • Corient Private Wealth first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Schwab US Broad Market ETF position peaked at $43.9M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.