ORG Partners »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Vanguard Index Fds S&p 500 Etf Equity (VOO)
Aptus Collared Inv Uit Exchange Traded (ACIO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
Ishares Tr Core Total Usd Bd Mkt Etf Equity (IUSB)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Spdr S&p 500 Etf Tr Tr Unit Equity (SPY)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Aptus Enhanced Yield Uit Exchange Traded (JUCY)
Ishares Total Us Uit Exchange Traded (ITOT)
Apple Equity (AAPL)
Berkshire Hathaway Inc Del Cl B Equity (BRK.B)
Ishares Inc Core Msci Emerging Mkts Etf Equity (IEMG)

View all positions for ORG Partners

Top funds holding Charles Schwab Corporation 5.95% Pfd pfd stk

Crossmark Global Holdings
Mengis Capital Management
Estabrook Capital Management
Eagle Bay Advisors
1620 Investment Advisors
Archer Investment Corp
Pnc Financial Services
ORG Partners
Studio Investment Management

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