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ORG Wealth Partners’s Charles Schwab SCHW Stock Holding History

ORG Wealth Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$38K Sell
417
-658
-61% -$60K 0.01% 349
2025
Q1 		$83.5K Sell
1,075
-669
-38% -$52K 0.03% 302
2024
Q4 		$129K Buy
1,744
+1,107
+174% +$81.9K 0.04% 149
2024
Q3 		$41.3K Buy
+637
New +$41.3K 0.01% 259