Corient Private Wealth
SCHK icon

Corient Private Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

Corient Private Wealth’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
28,252
-14,383
-34% -$502K ﹤0.01% 1803
2026
Q1 		$1.34M Buy
42,635
+25,175
+144% +$825K ﹤0.01% 1478
2025
Q4 		$573K Buy
17,460
+4,954
+40% +$161K ﹤0.01% 1800
2025
Q3 		$402K Buy
12,506
+77
+0.6% +$2.38K ﹤0.01% 1936
2025
Q2 		$371K Sell
12,429
-2,193
-15% -$60.5K ﹤0.01% 1877
2025
Q1 		$394K Buy
14,622
+2,341
+19% +$66.5K ﹤0.01% 1719
2024
Q4 		$348K Sell
12,281
-11,365
-48% -$323K ﹤0.01% 1813
2024
Q3 		$654K Buy
23,646
+11,718
+98% +$312K ﹤0.01% 1602
2024
Q2 		$312K Sell
11,928
-2
-0% -$51 ﹤0.01% 1882
2024
Q1 		$302K Buy
11,930
+12
+0.1% +$289 ﹤0.01% 1888
2023
Q4 		$274K Buy
11,918
+16
+0.1% +$344 ﹤0.01% 1907
2023
Q3 		$246K Buy
11,902
+10
+0.1% +$215 ﹤0.01% 1832
2023
Q2 		$254K Buy
11,892
+14
+0.1% +$283 ﹤0.01% 1770
2023
Q1 		$235K Sell
11,878
-4,734
-28% -$91.5K ﹤0.01% 1718
2022
Q4 		$307K Buy
+16,612
New +$309K ﹤0.01% 1328

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Corient Private Wealth's SCHK Position: Q2 2026 in Review

Corient Private Wealth reduced its Schwab 1000 Index ETF (SCHK) stake by 34% in Q2 2026, selling an estimated $502K and leaving 28,252 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Corient Private Wealth first reported a position in SCHK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2026. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Corient Private Wealth held 28,252 shares of Schwab 1000 Index ETF worth $1.02M as of Q2 2026.
  • Corient Private Wealth sold 14,383 Schwab 1000 Index ETF shares in Q2 2026, an estimated $502K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1803 holding.
  • Corient Private Wealth first reported a position in Schwab 1000 Index ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Schwab 1000 Index ETF position peaked at $1.34M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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