Corient Private Wealth
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Corient Private Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Corient Private Wealth’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$865K Buy
37,984
+23,078
+155% +$525K ﹤0.01% 1507
2025
Q1 		$335K Buy
14,906
+956
+7% +$21.5K ﹤0.01% 1797
2024
Q4 		$308K Buy
13,950
+2,794
+25% +$61.7K ﹤0.01% 1876
2024
Q3 		$257K Buy
+11,156
New +$257K ﹤0.01% 2060