ORG Partners’s Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D SCHW.PRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744 | Hold |
30
| – | – | ﹤0.01% | 1366 |
|
|
2025
Q1 | $746 | Hold |
30
| – | – | ﹤0.01% | 1220 |
|
|
2024
Q4 | $753 | Hold |
30
| – | – | ﹤0.01% | 1155 |
|
|
2024
Q3 | $754 | Hold |
30
| – | – | ﹤0.01% | 1022 |
|
|
2024
Q2 | $755 | Hold |
30
| – | – | ﹤0.01% | 1588 |
|
|
2024
Q1 | $759 | Buy |
+30
| New | +$759 | ﹤0.01% | 464 |
|
|
2023
Q4 | – | Sell |
-30
| Closed | -$730 | – | 1315 |
|
|
2023
Q3 | $730 | Buy |
+30
| New | +$730 | ﹤0.01% | 1174 |
|