SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 4,679,398 Value ($000) $125,923 Avg Close — Range —
Q3 2025
Shares 4,692,187 Value ($000) $123,592 Avg Close — Range —
Q2 2025
Shares 4,726,458 Value ($000) $115,515 Avg Close — Range —
Q1 2025
Shares 4,633,176 Value ($000) $102,301 Avg Close — Range —
Q4 2024
Shares 4,630,059 Value ($000) $107,325 Avg Close — Range —
Q3 2024
Shares 1,513,150 Value ($000) $102,667 Avg Close — Range —
Q2 2024
Shares 1,513,618 Value ($000) $97,250 Avg Close — Range —
Q1 2024
Shares 1,524,888 Value ($000) $94,635 Avg Close — Range —
Q4 2023
Shares 1,603,194 Value ($000) $90,420 Avg Close — Range —
Q3 2023
Shares 1,670,514 Value ($000) $84,528 Avg Close — Range —
Q2 2023
Shares 1,651,969 Value ($000) $86,514 Avg Close — Range —
Q1 2023
Shares 1,649,107 Value ($000) $79,767 Avg Close — Range —
Q4 2022
Shares 1,752,209 Value ($000) $79,112 Avg Close — Range —
Q3 2022
Shares 1,729,686 Value ($000) $73,252 Avg Close — Range —
Q2 2022
Shares 1,114,910 Value ($000) $49,792 Avg Close — Range —
Q1 2022
Shares 675,387 Value ($000) $36,370 Avg Close — Range —
Q4 2021
Shares 331,870 Value ($000) $37,773 Avg Close — Range —
Q3 2021
Shares 327,398 Value ($000) $34,059 Avg Close — Range —
Q2 2021
Shares 336,190 Value ($000) $34,954 Avg Close — Range —
Q1 2021
Shares 329,819 Value ($000) $31,673 Avg Close — Range —
Q4 2020
Shares 315,177 Value ($000) $28,665 Avg Close — Range —
Q3 2020
Shares 296,013 Value ($000) $23,868 Avg Close — Range —
Q2 2020
Shares 307,036 Value ($000) $22,751 Avg Close — Range —
Q1 2020
Shares 98,994 Value ($000) $6,063 Avg Close — Range —
Q4 2019
Shares 84,671 Value ($000) $6,504 Avg Close — Range —
Q3 2019
Shares 93,501 Value ($000) $6,632 Avg Close — Range —
Q2 2019
Shares 107,003 Value ($000) $7,511 Avg Close — Range —
Q1 2019
Shares 104,996 Value ($000) $7,099 Avg Close — Range —
Q4 2018
Shares 101,839 Value ($000) $6,080 Avg Close — Range —
Q3 2018
Shares 82,679 Value ($000) $5,751 Avg Close — Range —
Q2 2018
Shares 84,524 Value ($000) $5,493 Avg Close — Range —
Q1 2018
Shares 76,299 Value ($000) $4,813 Avg Close — Range —
Q4 2017
Shares 89,485 Value ($000) $5,707 Avg Close — Range —
Q3 2017
Shares 90,460 Value ($000) $5,431 Avg Close — Range —
Q2 2017
Shares 118,570 Value ($000) $6,850 Avg Close — Range —
Q1 2017
Shares 118,670 Value ($000) $6,678 Avg Close — Range —
Q4 2016
Shares 118,670 Value ($000) $6,320 Avg Close — Range —
Q3 2016
Shares 107,100 Value ($000) $5,529 Avg Close — Range —
Q2 2016
Shares 107,100 Value ($000) $5,330 Avg Close — Range —
Q1 2016
Shares 107,100 Value ($000) $5,231 Avg Close — Range —