Corient Private Wealth
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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
Q2 		$29M Buy
1,001,507
+130,691
+15% +$3.66M 0.04% 326
2026
Q1 		$21.6M Buy
870,816
+23,203
+3% +$609K 0.03% 382
2025
Q4 		$22.2M Buy
847,613
+73,118
+9% +$1.9M 0.03% 385
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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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: Q2 2026 in Review

Corient Private Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 15% in Q2 2026, buying an estimated $3.66M and bringing the position to 1,001,507 shares worth $29M. The position accounts for 0.04% of the portfolio, ranked #326.

Corient Private Wealth first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Corient Private Wealth held 1,001,507 shares of Schwab US Broad Market ETF worth $29M as of Q2 2026.
  • Corient Private Wealth bought 130,691 Schwab US Broad Market ETF shares in Q2 2026, an estimated $3.66M.
  • Schwab US Broad Market ETF made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #326 holding.
  • Corient Private Wealth first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.