Corient Private Wealth
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Corient Private Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Corient Private Wealth’s Portfolio SCHZ Stock Details SCHZ 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 		– Sell
2025
Q2 		$233K Buy
2025
Q1 		– Sell
2024
Q4 		$235K Buy
2024
Q3 		$235K Hold
2024
Q2 		$226K Sell
2024
Q1 		$262K Sell
2023
Q4 		$312K Buy
2023
Q1 		– Sell
2022
Q4 		$417K Buy