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ORG Partners LLC

SEC CIK
0001979372
Latest filing
Jan 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by ORG Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q4 2025 holdings

Shares (Q4 2025)
2,931
Value
$292.9K
% of portfolio
0.1%
Quarters held
11
Since Q2 2023
Holdings of SCHW by ORG Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20252,931$292.9K0.1%+48+1.7%AddedHolders
Q3 20252,883$275.3K0.1%+444+18.2%AddedHolders
Q2 20252,439$222.4K<0.1%+862+54.7%AddedHolders
Q1 20251,577$145.8K<0.1%−924−36.9%ReducedHolders
Q4 20242,501$185.1K<0.1%+1,100+78.5%AddedHolders
Q3 20241,401$90.8K<0.1%−490−25.9%ReducedHolders
Q2 20241,891$139.0K<0.1%+1,877+13,407.1%AddedHolders
Q1 202414$1.01K<0.1%−1,447−99.0%ReducedHolders
Q4 20231,461$100.7K<0.1%+532+57.3%AddedHolders
Q3 2023929$51.0K<0.1%−524−36.1%ReducedHolders
Q2 20231,453$83.7K<0.1%+1,453NewHolders