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Charles Schwab Corporation 5.95% Pfd pfd stk shares owned by ORG Partners

Quarter-by-quarter ownership of Charles Schwab Corporation 5.95% Pfd pfd stk (SCHW.PD) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in Charles Schwab Corporation 5.95% Pfd pfd stk

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All positions including Charles Schwab Corporation 5.95% Pfd pfd stk held by ORG Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation 5.95% Pfd pfd stk by ORG Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $750 30 25.03
2025-06-30 $744 30 24.80
2025-03-31 $746 30 24.87
2024-12-31 $753 30 25.10
2024-09-30 $753 30 25.13
2024-06-30 $755 30 25.17
2024-03-31 $759 30 25.30
2023-09-30 $729 30 24.33

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Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Invsc S P Internationl Uit Exchange Traded (IDMO)
Berkshire Hathaway Common Stock (BRK.B)
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Gilead Sciences Common Stock (GILD)
First Trst Dorsey Wright Uit Exchange Traded (FV)
Ft Vest Us Eqty Buffer Uit Exchange Traded (GMAR)
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Amazon.com Common Stock (AMZN)

View all positions for ORG Partners

Top funds holding Charles Schwab Corporation 5.95% Pfd pfd stk

Mengis Capital Management
Estabrook Capital Management
Archer Investment Corp
Pnc Financial Services
ORG Partners

View all funds holding Charles Schwab Corporation 5.95% Pfd pfd stk