OP
SCHW

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
Q4 		$293K Buy
2,931
+48
+2% +$4.55K 0.05% 271
2025
Q3 		$275K Buy
2,883
+444
+18% +$42.1K 0.05% 287
2025
Q2 		$222K Buy
2,439
+862
+55% +$72.2K 0.05% 301
2025
Q1 		$146K Sell
1,577
-924
-37% -$72.5K 0.04% 323
2024
Q4 		$185K Buy
2,501
+1,100
+79% +$82.3K 0.03% 331
2024
Q3 		$90.8K Sell
1,401
-490
-26% -$32.2K 0.01% 400
2024
Q2 		$139K Buy
1,891
+1,877
+13,407% +$139K 0.02% 506
2024
Q1 		$1.01K Sell
14
-1,447
-99% -$95.3K ﹤0.01% 443
2023
Q4 		$101K Buy
1,461
+532
+57% +$30.7K 0.02% 394
2023
Q3 		$51K Sell
929
-524
-36% -$31.7K 0.02% 516
2023
Q2 		$83.7K Buy
+1,453
New +$76.1K 0.01% 563

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ORG Partners's SCHW Position: Q4 2025 in Review

ORG Partners increased its Charles Schwab (SCHW) stake by 1.7% in Q4 2025, buying an estimated $4.55K and bringing the position to 2,931 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #271.

ORG Partners first reported a position in SCHW in Q2 2023 and has held it in 11 quarters since. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • ORG Partners held 2,931 shares of Charles Schwab worth $293K as of Q4 2025.
  • ORG Partners bought 48 Charles Schwab shares in Q4 2025, an estimated $4.55K.
  • Charles Schwab made up 0.05% of ORG Partners's portfolio in Q4 2025, its #271 holding.
  • ORG Partners first reported a position in Charles Schwab in Q2 2023 and has held it in 11 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.