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Disclosery

ORG Partners LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ORG Partners LLC on SCHW, newest first. How the timeline and the estimate are built.

ORG Partners LLC held 2,931 SCHW shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,931 shares
    Change vs previous 13F +48 shares

    0.05% of the 13F portfolio, value $292,923.

    13F-HR 0001979372-26-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 2,883 shares
    Change vs previous 13F +444 shares

    0.05% of the 13F portfolio, value $275,277.

    13F-HR 0001979372-25-000008 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 2,439 shares
    Change vs previous 13F +862 shares

    0.05% of the 13F portfolio, value $222,359.

    13F-HR 0001979372-25-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,577 shares
    Change vs previous 13F -924 shares

    0.04% of the 13F portfolio, value $145,786.

    13F-HR 0002032602-25-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 2,501 shares
    Change vs previous 13F +1,100 shares

    0.03% of the 13F portfolio, value $185,120.

    13F-HR 0001979372-25-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 1,401 shares
    Change vs previous 13F -490 shares

    0.01% of the 13F portfolio, value $90,799.

    13F-HR 0001979372-24-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 1,891 shares
    Change vs previous 13F +1,877 shares

    0.02% of the 13F portfolio, value $138,968.

    13F-HR 0001979372-24-000003 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 14 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,013.

    13F-HR 0001979372-24-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).