ORG Wealth Partners, LLC's ownership history for SCHW

ORG Wealth Partners, LLC currently holds 184 shares with a market value of $18.4K. It started holding SCHW on 2024-09-30. At its peak, it held 1.7K shares on 2024-12-31. Its highest holding value was $129.1K on 2024-12-31. At its lowest, it held 184 shares on 2025-12-31, with a value of $18.4K on 2025-12-31. In the recent 180 days, ORG Wealth Partners, LLC has decreased its shares by 891. In the recent year, ORG Wealth Partners, LLC has decreased its shares by 453.