Corient Private Wealth
SCHV

Corient Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Corient Private Wealth’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.92M Sell
95,903
-91,076
-49% -$2.84M ﹤0.01% 1068
2025
Q4 		$5.54M Buy
186,979
+112,707
+152% +$3.29M ﹤0.01% 1005
2025
Q3 		$2.16M Sell
74,272
-334
-0.4% -$9.49K ﹤0.01% 1029
2025
Q2 		$2.06M Sell
74,606
-1,368
-2% -$36K ﹤0.01% 1027
2025
Q1 		$2.02M Buy
75,974
+15,159
+25% +$407K ﹤0.01% 980
2024
Q4 		$1.59M Sell
60,815
-16,420
-21% -$443K ﹤0.01% 1093
2024
Q3 		$2.07M Buy
77,235
+20,481
+36% +$526K ﹤0.01% 1080
2024
Q2 		$1.4M Sell
56,754
-5,289
-9% -$131K ﹤0.01% 1190
2024
Q1 		$1.57M Sell
62,043
-1,125
-2% -$27K ﹤0.01% 1145
2023
Q4 		$1.48M Sell
63,168
-11,298
-15% -$247K ﹤0.01% 1134
2023
Q3 		$1.6M Buy
74,466
+38,175
+105% +$857K ﹤0.01% 997
2023
Q2 		$812K Sell
36,291
-42,159
-54% -$920K ﹤0.01% 1233
2023
Q1 		$1.71M Buy
78,450
+18,972
+32% +$422K ﹤0.01% 896
2022
Q4 		$1.31M Buy
+59,478
New +$1.29M ﹤0.01% 831

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Corient Private Wealth reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 49% in Q1 2026, selling an estimated $2.84M and leaving 95,903 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Corient Private Wealth first reported a position in SCHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.54M in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Corient Private Wealth held 95,903 shares of Schwab US Large-Cap Value ETF worth $2.92M as of Q1 2026.
  • Corient Private Wealth sold 91,076 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.84M.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1068 holding.
  • Corient Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Schwab US Large-Cap Value ETF position peaked at $5.54M in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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