Ogorek Anthony Joseph »

Charles Schwab 4.45 pfd Ser. J shares owned by Ogorek Anthony Joseph

Quarter-by-quarter ownership of Charles Schwab 4.45 pfd Ser. J (SCHW.PJ) shares owned by Ogorek Anthony Joseph from 13F filings

Historical chart of Ogorek Anthony Joseph investment in Charles Schwab 4.45 pfd Ser. J

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All positions including Charles Schwab 4.45 pfd Ser. J held by Ogorek Anthony Joseph consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab 4.45 pfd Ser. J by Ogorek Anthony Joseph

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0k 80 12.50
2023-09-30 $1.0k 80 12.50

More positions owned by Ogorek Anthony Joseph

Djul Ft Cboe Vest Us Eqy Deep Buffer Etf (DJUL)
SCHB Schwab U.S. Broad Market (SCHB)
Vti Vanguard Total Stock Market (ETF) (VTI)
Ief iShares 7-10 Year Treasury Bond ETF (IEF)
Schi Schwab 5 10 Year Corp Bond Etf (SCHI)
Moat VanEck Morningstar Wide Moat ETF (MOAT)
Pave Global X US Infrastructure Dev ETF (PAVE)
MLN VanEck Long Muni ETF (MLN)
Vxus Vanguard Total International Stock ETF (VXUS)
Vug Vanguard Growth ETF (VUG)
Fnov Ft Cboe Vest Us Equity Buff Etf (FNOV)
Lly Eli Lilly & Co (LLY)
FSMB First Trust Short Dur Mgd Muncpl ETF (FSMB)
Dnov Ft Cboe Vest Us Equity Deep Buff Etf (DNOV)
Vig Vanguard Dividend Appreciation (ETF) (VIG)

View all positions for Ogorek Anthony Joseph

Top funds holding Charles Schwab 4.45 pfd Ser. J

Boyd Watterson Asset Management
Roanoke Asset Management Corp/ Ny
Pnc Financial Services
Resources Management Corp
Ogorek Anthony Joseph

View all funds holding Charles Schwab 4.45 pfd Ser. J