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Schwab U S Large Cap Growth ETF shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 19k 92.72
2023-12-31 $1.6M 19k 82.96
2023-09-30 $1.4M 20k 72.72
2023-06-30 $1.5M 20k 74.95
2023-03-31 $1.1M 17k 65.17
2022-12-31 $1.3M 24k 55.56
2022-09-30 $57M 1.0M 55.81
2022-06-30 $342k 5.9k 58.04