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Schwab Emerging Markets Equity ETF shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of Schwab Emerging Markets Equity ETF (SCHE) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in Schwab Emerging Markets Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Emerging Markets Equity 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 Emerging Markets Equity ETF by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $50M 1.7M 29.18
2024-06-30 $43M 1.6M 26.56
2024-03-31 $37M 1.4M 25.25
2023-12-31 $23M 911k 24.79
2023-09-30 $20M 820k 23.94
2023-06-30 $30M 1.2M 24.63
2023-03-31 $27M 1.1M 24.52
2022-12-31 $25M 1.0M 23.67
2022-09-30 $11M 508k 22.40
2022-06-30 $25M 993k 25.38
2022-03-31 $17M 602k 27.77
2021-12-31 $15M 518k 29.62
2021-09-30 $11M 354k 30.48
2021-06-30 $8.6M 262k 32.88
2021-03-31 $6.4M 203k 31.78
2020-12-31 $4.0M 131k 30.65
2020-09-30 $2.9M 110k 26.76
2020-06-30 $5.2M 216k 24.35
2020-03-31 $5.0M 242k 20.69
2019-12-31 $3.7M 134k 27.37
2019-09-30 $2.2M 89k 25.13
2019-06-30 $2.2M 85k 26.24
2019-03-31 $2.1M 81k 26.01
2018-12-31 $1.9M 80k 23.53
2018-09-30 $1.3M 50k 25.70
2018-06-30 $1.2M 46k 25.89
2018-03-31 $1.2M 40k 28.71
2017-12-31 $774k 28k 27.94

More positions owned by Orgel Wealth Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
New York Life Invts Active E Nyli Mackay Muni (MMIN)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Orgel Wealth Management

Top funds holding Schwab Emerging Markets Equity ETF

Creative Planning
Financial Engines Advisors L.L.C
HighTower Advisors
Us Bancorp
SageView Advisory Group
Envestnet Asset Management
Wealth Enhancement Advisory Services
Morgan Stanley
Rebalance
Mather Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Orgel Wealth Management
Moneta Group Investment Advisors
Heartwood Wealth Advisors

View all funds holding Schwab Emerging Markets Equity ETF