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

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 2024

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 8,371,941 shares of SCHF stock, worth $157 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares
8,371,941
Previous 3,858,079 117.0%
Holding current value
$157 Million
Previous $159 Million 2.37%
% of portfolio
4.19%
Previous 4.12%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,280
Shares Held
813M
Call Options Held
80.7K
Put Options Held
8.3K
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
Track This Portfolio

Track Orgel Wealth Management, LLC Portfolio

Follow Orgel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email