SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 349,405 Value ($000) $9,584 Avg Close — Range —
Q3 2025
Shares 395,713 Value ($000) $10,803 Avg Close — Range —
Q2 2025
Shares 396,483 Value ($000) $10,507 Avg Close — Range —
Q1 2025
Shares 11,520,110 Value ($000) $322,102 Avg Close — Range —
Q4 2024
Shares 11,062,243 Value ($000) $302,220 Avg Close — Range —
Q3 2024
Shares 4,257,335 Value ($000) $359,873 Avg Close — Range —
Q2 2024
Shares 4,186,483 Value ($000) $325,541 Avg Close — Range —
Q1 2024
Shares 4,152,801 Value ($000) $334,840 Avg Close — Range —
Q4 2023
Shares 4,114,781 Value ($000) $313,258 Avg Close — Range —
Q3 2023
Shares 4,097,923 Value ($000) $289,969 Avg Close — Range —
Q2 2023
Shares 4,129,293 Value ($000) $299,869 Avg Close — Range —
Q1 2023
Shares 3,420,809 Value ($000) $250,266 Avg Close — Range —
Q4 2022
Shares 3,525,629 Value ($000) $266,326 Avg Close — Range —
Q3 2022
Shares 3,492,014 Value ($000) $231,975 Avg Close — Range —
Q2 2022
Shares 3,412,389 Value ($000) $244,429 Avg Close — Range —
Q1 2022
Shares 3,263,953 Value ($000) $257,493 Avg Close — Range —
Q4 2021
Shares 3,063,799 Value ($000) $247,647 Avg Close — Range —
Q3 2021
Shares 2,925,912 Value ($000) $217,220 Avg Close — Range —
Q2 2021
Shares 3,054,303 Value ($000) $230,966 Avg Close — Range —
Q1 2021
Shares 2,868,886 Value ($000) $209,199 Avg Close — Range —
Q4 2020
Shares 2,674,925 Value ($000) $171,570 Avg Close — Range —
Q3 2020
Shares 2,173,208 Value ($000) $120,178 Avg Close — Range —
Q2 2020
Shares 335,159 Value ($000) $17,344 Avg Close — Range —
Q1 2020
Shares 431,828 Value ($000) $19,424 Avg Close — Range —