SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 8,932,214 Value ($000) $214,730 Avg Close — Range —
Q3 2025
Shares 8,762,910 Value ($000) $204,001 Avg Close — Range —
Q2 2025
Shares 8,570,431 Value ($000) $189,407 Avg Close — Range —
Q1 2025
Shares 8,620,943 Value ($000) $170,522 Avg Close — Range —
Q4 2024
Shares 8,371,941 Value ($000) $154,881 Avg Close — Range —
Q3 2024
Shares 3,858,079 Value ($000) $158,644 Avg Close — Range —
Q2 2024
Shares 3,683,231 Value ($000) $141,510 Avg Close — Range —
Q1 2024
Shares 3,358,772 Value ($000) $131,059 Avg Close — Range —
Q4 2023
Shares 2,374,178 Value ($000) $87,750 Avg Close — Range —
Q3 2023
Shares 2,215,891 Value ($000) $75,252 Avg Close — Range —
Q2 2023
Shares 2,169,250 Value ($000) $77,334 Avg Close — Range —
Q1 2023
Shares 2,109,176 Value ($000) $73,399 Avg Close — Range —
Q4 2022
Shares 2,069,654 Value ($000) $66,664 Avg Close — Range —
Q3 2022
Shares 865,872 Value ($000) $24,357 Avg Close — Range —
Q2 2022
Shares 930,372 Value ($000) $29,260 Avg Close — Range —
Q1 2022
Shares 705,976 Value ($000) $25,923 Avg Close — Range —
Q4 2021
Shares 489,687 Value ($000) $19,034 Avg Close — Range —
Q3 2021
Shares 329,922 Value ($000) $12,768 Avg Close — Range —
Q2 2021
Shares 280,080 Value ($000) $11,049 Avg Close — Range —
Q1 2021
Shares 246,544 Value ($000) $9,275 Avg Close — Range —
Q4 2020
Shares 203,108 Value ($000) $7,314 Avg Close — Range —
Q3 2020
Shares 190,741 Value ($000) $5,989 Avg Close — Range —
Q2 2020
Shares 189,836 Value ($000) $5,648 Avg Close — Range —
Q1 2020
Shares 467,174 Value ($000) $12,072 Avg Close — Range —
Q4 2019
Shares 245,570 Value ($000) $8,259 Avg Close — Range —
Q3 2019
Shares 101,805 Value ($000) $3,244 Avg Close — Range —
Q2 2019
Shares 97,350 Value ($000) $3,123 Avg Close — Range —
Q1 2019
Shares 92,556 Value ($000) $2,898 Avg Close — Range —
Q4 2018
Shares 83,760 Value ($000) $2,375 Avg Close — Range —
Q3 2018
Shares 51,251 Value ($000) $1,718 Avg Close — Range —
Q2 2018
Shares 45,805 Value ($000) $1,514 Avg Close — Range —
Q1 2018
Shares 40,060 Value ($000) $1,350 Avg Close — Range —
Q4 2017
Shares 27,003 Value ($000) $920 Avg Close — Range —
Q3 2017
Shares 7,352 Value ($000) $246 Avg Close — Range —
Q2 2017
Shares 6,669 Value ($000) $212 Avg Close — Range —