Orgel Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Orgel Wealth Management, LLC

$3.62 Billion
Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 145,992 shares of SCHG stock, worth $4.02 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

145,992

Previous 94,690 54.18%

Holding current value

$4.02 Million

Previous $2.64 Million 38.39%

% of portfolio

0.1%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$24.91 - $29.02 $1.28 Million - $1.49 Million	51,302 Added 54.18%	145,992 $3.65 Million
Q4 2024 Jan 15, 2025	BUY	$25.93 - $105.3 $1.88 Million - $7.63 Million	72,465 Added 326.05%	94,690 $2.64 Million
Q2 2024 Jul 22, 2024	BUY	$87.04 - $101.61 $275,307 - $321,392	3,163 Added 16.59%	22,225 $2.24 Million
Q1 2024 Apr 15, 2024	BUY	$80.6 - $93.32 $322 - $373	4 Added 0.02%	19,062 $1.77 Million
Q4 2023 Jan 11, 2024	SELL	$70.08 - $83.37 $29,994 - $35,682	-428 Reduced 2.2%	19,058 $1.58 Million
Q3 2023 Oct 26, 2023	SELL	$71.99 - $78.02 $62,487 - $67,721	-868 Reduced 4.26%	19,486 $1.42 Million
Q2 2023 Jul 10, 2023	BUY	$63.6 - $74.95 $235,065 - $277,015	3,696 Added 22.19%	20,354 $1.53 Million
Q1 2023 Apr 06, 2023	SELL	$54.19 - $65.17 $376,186 - $452,410	-6,942 Reduced 29.42%	16,658 $1.09 Million
Q4 2022 Jan 17, 2023	SELL	$54.31 - $60.76 $53.7 Million - $60 Million	-987,999 Reduced 97.67%	23,600 $0
Q3 2022 Oct 25, 2022	BUY	$55.81 - $69.25 $56.1 Million - $69.6 Million	1,005,706 Added 17066.11%	1,011,599 $56.5 Million
Q2 2022 Jul 13, 2022	BUY	$55.73 - $76.55 $328,416 - $451,109	5,893 New	5,893 $342,000

Others Institutions Holding SCHG

# of Institutions

1,498

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Orgel Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History