Schwab Strategic Tr us dividend eq shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 396k | 27.30 |
| 2025-06-30 | $11M | 397k | 26.50 |
| 2025-03-31 | $322M | 12M | 27.96 |
| 2024-12-31 | $302M | 11M | 27.32 |
| 2024-09-30 | $360M | 4.3M | 84.53 |
| 2024-06-30 | $326M | 4.2M | 77.76 |
| 2024-03-31 | $335M | 4.2M | 80.63 |
| 2023-12-31 | $313M | 4.1M | 76.13 |
| 2023-09-30 | $290M | 4.1M | 70.76 |
| 2023-06-30 | $300M | 4.1M | 72.62 |
| 2023-03-31 | $250M | 3.4M | 73.16 |
| 2022-12-31 | $266M | 3.5M | 75.54 |
| 2022-09-30 | $232M | 3.5M | 66.43 |
| 2022-06-30 | $244M | 3.4M | 71.63 |
| 2022-03-31 | $258M | 3.3M | 78.89 |
| 2021-12-31 | $248M | 3.1M | 80.83 |
| 2021-09-30 | $217M | 2.9M | 74.24 |
| 2021-06-30 | $231M | 3.1M | 75.62 |
| 2021-03-31 | $209M | 2.9M | 72.92 |
| 2020-12-31 | $172M | 2.7M | 64.14 |
| 2020-09-30 | $120M | 2.2M | 55.30 |
| 2020-06-30 | $17M | 335k | 51.75 |
| 2020-03-31 | $19M | 432k | 44.98 |
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