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Schwab International Equity ETF shares owned by Orgel Wealth Management

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

Historical chart of Orgel Wealth Management investment in Schwab International Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab International 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 International Equity ETF by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $204M 8.8M 23.28
2025-06-30 $189M 8.6M 22.10
2025-03-31 $171M 8.6M 19.78
2024-12-31 $155M 8.4M 18.50
2024-09-30 $159M 3.9M 41.12
2024-06-30 $142M 3.7M 38.42
2024-03-31 $131M 3.4M 39.02
2023-12-31 $88M 2.4M 36.96
2023-09-30 $75M 2.2M 33.96
2023-06-30 $77M 2.2M 35.65
2023-03-31 $73M 2.1M 34.80
2022-12-31 $67M 2.1M 32.21
2022-09-30 $24M 866k 28.13
2022-06-30 $29M 930k 31.45
2022-03-31 $26M 706k 36.72
2021-12-31 $19M 490k 38.87
2021-09-30 $13M 330k 38.70
2021-06-30 $11M 280k 39.45
2021-03-31 $9.3M 247k 37.62
2020-12-31 $7.3M 203k 36.01
2020-09-30 $6.0M 191k 31.40
2020-06-30 $5.6M 190k 29.75
2020-03-31 $12M 467k 25.84
2019-12-31 $8.3M 246k 33.63
2019-09-30 $3.2M 102k 31.86
2019-06-30 $3.1M 97k 32.08
2019-03-31 $2.9M 92k 31.31
2018-12-31 $2.4M 84k 28.35
2018-09-30 $1.7M 51k 33.52
2018-06-30 $1.5M 46k 33.05
2018-03-31 $1.4M 40k 33.70
2017-12-31 $920k 27k 34.07
2017-09-30 $246k 7.4k 33.46
2017-06-30 $212k 6.7k 31.79

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Orgel Wealth Management

Top funds holding Schwab International Equity ETF

Northwestern Mutual Wealth Management Company
Empower Advisory Group
Financial Engines Advisors L.L.C
Wealthfront Advisers
Creative Planning
HighTower Advisors
Betterment
Sontag Advisory
CI Private Wealth
Us Bancorp
Miracle Mile Advisors
SCS Capital Management
Morgan Stanley
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab International Equity ETF