SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 2,002,676 Value ($000) $65,588 Avg Close — Range —
Q3 2025
Shares 1,969,045 Value ($000) $65,707 Avg Close — Range —
Q2 2025
Shares 1,950,673 Value ($000) $58,793 Avg Close — Range —
Q1 2025
Shares 1,869,724 Value ($000) $51,548 Avg Close — Range —
Q4 2024
Shares 1,789,869 Value ($000) $47,664 Avg Close — Range —
Q3 2024
Shares 1,706,521 Value ($000) $49,796 Avg Close — Range —
Q2 2024
Shares 1,631,129 Value ($000) $43,323 Avg Close — Range —
Q1 2024
Shares 1,443,872 Value ($000) $36,458 Avg Close — Range —
Q4 2023
Shares 911,132 Value ($000) $22,587 Avg Close — Range —
Q3 2023
Shares 820,011 Value ($000) $19,631 Avg Close — Range —
Q2 2023
Shares 1,204,848 Value ($000) $29,675 Avg Close — Range —
Q1 2023
Shares 1,111,295 Value ($000) $27,249 Avg Close — Range —
Q4 2022
Shares 1,045,128 Value ($000) $24,738 Avg Close — Range —
Q3 2022
Shares 508,223 Value ($000) $11,384 Avg Close — Range —
Q2 2022
Shares 993,115 Value ($000) $25,205 Avg Close — Range —
Q1 2022
Shares 601,516 Value ($000) $16,704 Avg Close — Range —
Q4 2021
Shares 517,647 Value ($000) $15,333 Avg Close — Range —
Q3 2021
Shares 353,569 Value ($000) $10,777 Avg Close — Range —
Q2 2021
Shares 261,526 Value ($000) $8,599 Avg Close — Range —
Q1 2021
Shares 202,467 Value ($000) $6,434 Avg Close — Range —
Q4 2020
Shares 131,242 Value ($000) $4,023 Avg Close — Range —
Q3 2020
Shares 109,795 Value ($000) $2,938 Avg Close — Range —
Q2 2020
Shares 215,500 Value ($000) $5,248 Avg Close — Range —
Q1 2020
Shares 241,861 Value ($000) $5,004 Avg Close — Range —
Q4 2019
Shares 133,709 Value ($000) $3,660 Avg Close — Range —
Q3 2019
Shares 89,568 Value ($000) $2,251 Avg Close — Range —
Q2 2019
Shares 85,883 Value ($000) $2,253 Avg Close — Range —
Q1 2019
Shares 80,961 Value ($000) $2,106 Avg Close — Range —
Q4 2018
Shares 79,907 Value ($000) $1,880 Avg Close — Range —
Q3 2018
Shares 49,799 Value ($000) $1,280 Avg Close — Range —
Q2 2018
Shares 46,320 Value ($000) $1,199 Avg Close — Range —
Q1 2018
Shares 40,200 Value ($000) $1,154 Avg Close — Range —
Q4 2017
Shares 27,706 Value ($000) $774 Avg Close — Range —