Orgel Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History

Orgel Wealth Management, LLC

$3.62 Billion
Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 8,620,943 shares of SCHF stock, worth $177 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares

8,620,943

Previous 8,371,941 2.97%

Holding current value

$177 Million

Previous $155 Million 11.1%

% of portfolio

4.75%

Previous 4.19%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$18.36 - $20.51 $4.57 Million - $5.11 Million	249,002 Added 2.97%	8,620,943 $172 Million
Q4 2024 Jan 15, 2025	BUY	$18.41 - $40.87 $83.1 Million - $184 Million	4,513,862 Added 117.0%	8,371,941 $155 Million
Q3 2024 Oct 17, 2024	BUY	$36.98 - $41.55 $6.47 Million - $7.26 Million	174,848 Added 4.75%	3,858,079 $159 Million
Q2 2024 Jul 22, 2024	BUY	$37.19 - $39.82 $12.1 Million - $12.9 Million	324,459 Added 9.66%	3,683,231 $142 Million
Q1 2024 Apr 15, 2024	BUY	$35.71 - $39.11 $35.2 Million - $38.5 Million	984,594 Added 41.47%	3,358,772 $131 Million
Q4 2023 Jan 11, 2024	BUY	$32.37 - $37.01 $5.12 Million - $5.86 Million	158,287 Added 7.14%	2,374,178 $87.7 Million
Q3 2023 Oct 26, 2023	BUY	$33.82 - $36.71 $1.58 Million - $1.71 Million	46,641 Added 2.15%	2,215,891 $75.3 Million
Q2 2023 Jul 10, 2023	BUY	$34.48 - $36.54 $2.07 Million - $2.2 Million	60,074 Added 2.85%	2,169,250 $77.3 Million
Q1 2023 Apr 06, 2023	BUY	$32.42 - $35.44 $1.28 Million - $1.4 Million	39,522 Added 1.91%	2,109,176 $73.4 Million
Q4 2022 Jan 17, 2023	BUY	$28.0 - $33.87 $33.7 Million - $40.8 Million	1,203,782 Added 139.03%	2,069,654 $0
Q3 2022 Oct 25, 2022	SELL	$28.01 - $33.61 $1.81 Million - $2.17 Million	-64,500 Reduced 6.93%	865,872 $24.4 Million
Q2 2022 Jul 13, 2022	BUY	$31.13 - $37.19 $6.99 Million - $8.35 Million	224,396 Added 31.79%	930,372 $29.3 Million
Q1 2022 May 10, 2022	BUY	$33.67 - $39.47 $7.28 Million - $8.54 Million	216,289 Added 44.17%	705,976 $25.9 Million
Q4 2021 Jan 24, 2022	BUY	$37.77 - $40.6 $6.03 Million - $6.49 Million	159,765 Added 48.43%	489,687 $19 Million
Q3 2021 Oct 26, 2021	BUY	$38.35 - $40.79 $1.91 Million - $2.03 Million	49,842 Added 17.8%	329,922 $12.8 Million
Q2 2021 Jul 23, 2021	BUY	$38.15 - $40.84 $1.28 Million - $1.37 Million	33,536 Added 13.6%	280,080 $11 Million
Q1 2021 Apr 28, 2021	BUY	$35.74 - $38.15 $1.55 Million - $1.66 Million	43,436 Added 21.39%	246,544 $9.28 Million
Q4 2020 Feb 08, 2021	BUY	$30.32 - $36.26 $374,967 - $448,427	12,367 Added 6.48%	203,108 $7.31 Million
Q3 2020 Nov 03, 2020	BUY	$29.85 - $32.42 $27,014 - $29,340	905 Added 0.48%	190,741 $5.99 Million
Q2 2020 Jul 31, 2020	SELL	$24.62 - $31.42 $6.83 Million - $8.71 Million	-277,338 Reduced 59.37%	189,836 $5.65 Million
Q1 2020 Apr 28, 2020	BUY	$22.3 - $34.12 $4.94 Million - $7.56 Million	221,604 Added 90.24%	467,174 $12.1 Million
Q4 2019 Jan 27, 2020	BUY	$30.95 - $33.72 $4.45 Million - $4.85 Million	143,765 Added 141.22%	245,570 $8.26 Million
Q3 2019 Dec 06, 2019	BUY	$31.56 - $32.18 $21,460 - $21,882	680 Added 0.67%	101,805 $3.24 Million
Q3 2019 Oct 15, 2019	BUY	$31.56 - $32.18 $119,139 - $121,479	3,775 Added 3.88%	101,125 $3.22 Million
Q2 2019 Jan 28, 2020	BUY	N/A	638 Added 0.66%	97,350 $3.12 Million
Q2 2019 Jul 12, 2019	BUY	N/A	4,156 Added 4.49%	96,712 $3.1 Million
Q1 2019 Jan 28, 2020	BUY	N/A	530 Added 0.58%	92,556 $2.9 Million
Q1 2019 Apr 29, 2019	BUY	N/A	8,266 Added 9.87%	92,026 $2.88 Million
Q4 2018 Jan 14, 2019	BUY	N/A	32,509 Added 63.43%	83,760 $2.38 Million
Q3 2018 Oct 11, 2018	BUY	N/A	5,446 Added 11.89%	51,251 $1.72 Million
Q2 2018 Jul 16, 2018	BUY	N/A	5,745 Added 14.34%	45,805 $1.51 Million
Q1 2018 Apr 25, 2018	BUY	N/A	13,057 Added 48.35%	40,060 $1.35 Million
Q4 2017 Feb 09, 2018	BUY	N/A	19,651 Added 267.29%	27,003 $920,000
Q3 2017 Nov 13, 2017	BUY	N/A	683 Added 10.24%	7,352 $246,000
Q2 2017 Aug 10, 2017	BUY	N/A	6,669	6,669 $212,000

Others Institutions Holding SCHF

# of Institutions

1,394

Shares Held

1.51B

Call Options Held

38.7K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR INTL EQTY

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Orgel Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History