Schwab U S Small Cap ETF shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 204k | 27.90 |
| 2025-06-30 | $6.2M | 246k | 25.30 |
| 2025-03-31 | $5.3M | 226k | 23.43 |
| 2024-12-31 | $5.8M | 225k | 25.86 |
| 2024-09-30 | $6.0M | 116k | 51.50 |
| 2024-06-30 | $5.5M | 116k | 47.45 |
| 2024-03-31 | $5.8M | 117k | 49.24 |
| 2023-12-31 | $6.5M | 139k | 47.24 |
| 2023-09-30 | $5.6M | 136k | 41.42 |
| 2023-06-30 | $4.5M | 103k | 43.80 |
| 2023-03-31 | $7.2M | 172k | 41.93 |
| 2022-12-31 | $9.0M | 222k | 40.51 |
| 2022-09-30 | $8.1M | 214k | 37.80 |
| 2022-06-30 | $12M | 317k | 38.99 |
| 2022-03-31 | $16M | 345k | 47.36 |
| 2021-12-31 | $13M | 130k | 102.40 |
| 2021-09-30 | $11M | 106k | 100.10 |
| 2021-06-30 | $12M | 110k | 104.18 |
| 2021-03-31 | $11M | 106k | 99.67 |
| 2020-12-31 | $9.1M | 103k | 89.00 |
| 2020-09-30 | $6.7M | 98k | 68.32 |
| 2020-06-30 | $6.0M | 91k | 65.34 |
| 2019-06-30 | $121k | 1.7k | 71.68 |