SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

Note: Option positions (PUT/CALL) are excluded.

Q3 2023
Shares 6,115 Value ($000) $305 Avg Close — Range —
Q2 2023
Shares 6,990 Value ($000) $361 Avg Close — Range —
Q1 2023
Shares 6,990 Value ($000) $334 Avg Close — Range —
Q4 2022
Shares 6,565 Value ($000) $294 Avg Close — Range —
Q3 2022
Shares 5,866 Value ($000) $246 Avg Close — Range —
Q2 2022
Shares 5,866 Value ($000) $259 Avg Close — Range —
Q1 2022
Shares 5,866 Value ($000) $313 Avg Close — Range —
Q4 2021
Shares 2,933 Value ($000) $331 Avg Close — Range —
Q3 2021
Shares 2,941 Value ($000) $305 Avg Close — Range —
Q2 2021
Shares 3,261 Value ($000) $340 Avg Close — Range —
Q1 2021
Shares 3,340 Value ($000) $323 Avg Close — Range —
Q4 2020
Shares 3,201 Value ($000) $291 Avg Close — Range —
Q3 2020
Shares 3,201 Value ($000) $255 Avg Close — Range —
Q2 2020
Shares 3,201 Value ($000) $235 Avg Close — Range —
Q1 2020
Shares 4,815 Value ($000) $291 Avg Close — Range —
Q4 2019
Shares 18,821 Value ($000) $1,447 Avg Close — Range —
Q3 2019
Shares 3,409 Value ($000) $242 Avg Close — Range —
Q4 2018
Shares 45,143 Value ($000) $2,705 Avg Close — Range —