Corient Private Wealth
SCHX icon

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

Corient Private Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$177M Sell
6,026,096
-699,293
-10% -$20M 0.25% 74
2026
Q1 		$165M Sell
6,725,389
-338,711
-5% -$9.09M 0.24% 85
2025
Q4 		$190M Buy
7,064,100
+1,578,858
+29% +$42.2M 0.26% 85
2025
Q3 		$144M Sell
5,485,242
-566,319
-9% -$14.4M 0.23% 90
2025
Q2 		$148M Buy
6,051,561
+1,308,534
+28% +$29.6M 0.2% 109
2025
Q1 		$105M Sell
4,743,027
-178,946
-4% -$4.17M 0.17% 128
2024
Q4 		$106M Sell
4,921,973
-433,237
-8% -$10.1M 0.18% 126
2024
Q3 		$121M Buy
5,355,210
+584,985
+12% +$12.7M 0.19% 121
2024
Q2 		$102M Buy
4,770,225
+254,016
+6% +$5.25M 0.18% 127
2024
Q1 		$93.4M Buy
4,516,209
+265,860
+6% +$5.23M 0.17% 140
2023
Q4 		$79.9M Buy
4,250,349
+44,277
+1% +$778K 0.15% 152
2023
Q3 		$70.9M Buy
4,206,072
+248,088
+6% +$4.35M 0.16% 139
2023
Q2 		$69.1M Sell
3,957,984
-80,106
-2% -$1.32M 0.16% 145
2023
Q1 		$65.1M Buy
4,038,090
+510,210
+14% +$8.03M 0.17% 133
2022
Q4 		$53.1M Buy
+3,527,880
New +$53.4M 0.19% 126

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Corient Private Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q2 2026, selling an estimated $20M and leaving 6,026,096 shares worth $177M. The position accounts for 0.25% of the portfolio, ranked #74.

Corient Private Wealth first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $190M in Q4 2025. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Corient Private Wealth held 6,026,096 shares of Schwab US Large- Cap ETF worth $177M as of Q2 2026.
  • Corient Private Wealth sold 699,293 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $20M.
  • Schwab US Large- Cap ETF made up 0.25% of Corient Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Corient Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Schwab US Large- Cap ETF position peaked at $190M in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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