Corient Private Wealth
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Corient Private Wealth’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Corient Private Wealth’s Portfolio SCHR Stock Details SCHR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$795K Buy
2025
Q2 		$762K Buy
2025
Q1 		$514K Sell
2024
Q4 		$898K Sell
2024
Q3 		$976K Buy
2024
Q2 		$667K Sell
2024
Q1 		$716K Buy
2023
Q4 		$670K Buy