SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 202,769 Value ($000) $5,775 Avg Close — Range —
Q3 2025
Shares 203,613 Value ($000) $5,681 Avg Close — Range —
Q2 2025
Shares 246,306 Value ($000) $6,232 Avg Close — Range —
Q1 2025
Shares 226,320 Value ($000) $5,303 Avg Close — Range —
Q4 2024
Shares 225,271 Value ($000) $5,826 Avg Close — Range —
Q3 2024
Shares 115,740 Value ($000) $5,961 Avg Close — Range —
Q2 2024
Shares 115,688 Value ($000) $5,489 Avg Close — Range —
Q1 2024
Shares 117,101 Value ($000) $5,766 Avg Close — Range —
Q4 2023
Shares 138,563 Value ($000) $6,546 Avg Close — Range —
Q3 2023
Shares 135,699 Value ($000) $5,621 Avg Close — Range —
Q2 2023
Shares 102,486 Value ($000) $4,489 Avg Close — Range —
Q1 2023
Shares 171,621 Value ($000) $7,196 Avg Close — Range —
Q4 2022
Shares 221,755 Value ($000) $8,983 Avg Close — Range —
Q3 2022
Shares 213,798 Value ($000) $8,082 Avg Close — Range —
Q2 2022
Shares 316,652 Value ($000) $12,346 Avg Close — Range —
Q1 2022
Shares 344,923 Value ($000) $16,336 Avg Close — Range —
Q4 2021
Shares 129,976 Value ($000) $13,310 Avg Close — Range —
Q3 2021
Shares 106,393 Value ($000) $10,650 Avg Close — Range —
Q2 2021
Shares 109,982 Value ($000) $11,458 Avg Close — Range —
Q1 2021
Shares 106,227 Value ($000) $10,588 Avg Close — Range —
Q4 2020
Shares 102,779 Value ($000) $9,147 Avg Close — Range —
Q3 2020
Shares 97,663 Value ($000) $6,672 Avg Close — Range —
Q2 2020
Shares 91,357 Value ($000) $5,969 Avg Close — Range —
Q2 2019
Shares 1,688 Value ($000) $121 Avg Close — Range —