Schwab U S Large Cap Growth ETF shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 190k | 31.91 |
| 2025-06-30 | $5.0M | 172k | 29.21 |
| 2025-03-31 | $3.7M | 146k | 25.04 |
| 2024-12-31 | $2.6M | 95k | 27.87 |
| 2024-09-30 | $2.3M | 22k | 104.18 |
| 2024-06-30 | $2.2M | 22k | 100.84 |
| 2024-03-31 | $1.8M | 19k | 92.72 |
| 2023-12-31 | $1.6M | 19k | 82.96 |
| 2023-09-30 | $1.4M | 20k | 72.72 |
| 2023-06-30 | $1.5M | 20k | 74.95 |
| 2023-03-31 | $1.1M | 17k | 65.17 |
| 2022-12-31 | $1.3M | 24k | 55.56 |
| 2022-09-30 | $57M | 1.0M | 55.81 |
| 2022-06-30 | $342k | 5.9k | 58.04 |
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