ORG Partners’s Charles Schwab SCHW Stock Holding History

ORG Partners’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$275K	Buy
2025 Q2	$222K	Buy
2025 Q1	$146K	Sell
2024 Q4	$185K	Buy
2024 Q3	$90.8K	Sell
2024 Q2	$139K	Buy
2024 Q1	$1.01K	Sell
2023 Q4	$101K	Buy
2023 Q3	$51K	Sell
2023 Q2	$83.7K	Buy