ORG Partners’s Charles Schwab 5.95% Series D Preferred Stock SCHW.PRD Stock Holding History

ORG Partners’s Portfolio SCHW.PRD Stock Details SCHW.PRD Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$750	Hold
2025 Q3	$751	Hold
2025 Q2	$744	Hold
2025 Q1	$746	Hold
2024 Q4	$753	Hold
2024 Q3	$754	Hold
2024 Q2	$755	Hold
2024 Q1	$759	Buy
2023 Q4	–	Sell
2023 Q3	$730	Buy