OWP
SCHW

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-184
Closed -$18.4K – 676
2025
Q4 		$18.4K Buy
+184
New +$17.5K ﹤0.01% 413
2025
Q3 		– Sell
-417
Closed -$38K – 698
2025
Q2 		$38K Sell
417
-658
-61% -$55.1K 0.01% 349
2025
Q1 		$83.5K Sell
1,075
-669
-38% -$52.5K 0.03% 302
2024
Q4 		$129K Buy
1,744
+1,107
+174% +$82.8K 0.04% 149
2024
Q3 		$41.3K Buy
+637
New +$41.8K 0.01% 259

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ORG Wealth Partners's SCHW Position: Q1 2026 in Review

ORG Wealth Partners sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 184 shares — an estimated $18.4K sold.

ORG Wealth Partners first reported a position in SCHW in Q3 2024 and held it in 5 quarters. The position peaked at $129K in Q4 2024. 2,332 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • ORG Wealth Partners reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 184 Charles Schwab shares in Q1 2026, an estimated $18.4K.
  • ORG Wealth Partners first reported a position in Charles Schwab in Q3 2024 and held it in 5 quarters.
  • ORG Wealth Partners's Charles Schwab position peaked at $129K in Q4 2024.
  • 2,332 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.