SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 205,856 Value ($000) $6,715 Avg Close — Range —
Q3 2025
Shares 189,826 Value ($000) $6,057 Avg Close — Range —
Q2 2025
Shares 171,905 Value ($000) $5,021 Avg Close — Range —
Q1 2025
Shares 145,992 Value ($000) $3,656 Avg Close — Range —
Q4 2024
Shares 94,690 Value ($000) $2,639 Avg Close — Range —
Q3 2024
Shares 22,225 Value ($000) $2,315 Avg Close — Range —
Q2 2024
Shares 22,225 Value ($000) $2,241 Avg Close — Range —
Q1 2024
Shares 19,062 Value ($000) $1,767 Avg Close — Range —
Q4 2023
Shares 19,058 Value ($000) $1,581 Avg Close — Range —
Q3 2023
Shares 19,486 Value ($000) $1,417 Avg Close — Range —
Q2 2023
Shares 20,354 Value ($000) $1,526 Avg Close — Range —
Q1 2023
Shares 16,658 Value ($000) $1,086 Avg Close — Range —
Q4 2022
Shares 23,600 Value ($000) $1,311 Avg Close — Range —
Q3 2022
Shares 1,011,599 Value ($000) $56,457 Avg Close — Range —
Q2 2022
Shares 5,893 Value ($000) $342 Avg Close — Range —