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Schwab Strategic Tr us lrg cap etf shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap 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 Strategic Tr us lrg cap etf by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $95M 1.5M 62.06
2023-12-31 $90M 1.6M 56.40
2023-09-30 $85M 1.7M 50.60
2023-06-30 $87M 1.7M 52.37
2023-03-31 $80M 1.6M 48.37
2022-12-31 $79M 1.8M 45.15
2022-09-30 $73M 1.7M 42.35
2022-06-30 $50M 1.1M 44.66
2022-03-31 $36M 675k 53.85
2021-12-31 $38M 332k 113.82
2021-09-30 $34M 327k 104.03
2021-06-30 $35M 336k 103.97
2021-03-31 $32M 330k 96.03
2020-12-31 $29M 315k 90.95
2020-09-30 $24M 296k 80.63
2020-06-30 $23M 307k 74.10
2020-03-31 $6.1M 99k 61.25
2019-12-31 $6.5M 85k 76.81
2019-09-30 $6.6M 94k 70.93
2019-06-30 $7.5M 107k 70.19
2019-03-31 $7.1M 105k 67.61
2018-12-31 $6.1M 102k 59.70
2018-09-30 $5.8M 83k 69.56
2018-06-30 $5.5M 85k 64.99
2018-03-31 $4.8M 76k 63.08
2017-12-31 $5.7M 90k 63.78
2017-09-30 $5.4M 91k 60.04
2017-06-30 $6.8M 119k 57.77
2017-03-31 $6.7M 119k 56.27
2016-12-31 $6.3M 119k 53.26
2016-09-30 $5.5M 107k 51.62
2016-06-30 $5.3M 107k 49.77
2016-03-31 $5.2M 107k 48.84

More positions owned by Orgel Wealth Management

Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Orgel Wealth Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf