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

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 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 4,692,187 shares of SCHX stock, worth $125 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
4,692,187
Previous 4,726,458 0.73%
Holding current value
$125 Million
Previous $116 Million 6.99%
% of portfolio
2.98%
Previous 2.94%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$24.46 - $26.5 $838,268 - $908,181
-34,271 Reduced 0.73%
4,692,187 $124 Million
Q2 2025

Jul 10, 2025
BUY
$19.6 - $24.44 $1.83 Million - $2.28 Million
93,282 Added 2.01%
4,726,458 $116 Million
Q1 2025

Apr 15, 2025
BUY
$21.75 - $24.28 $67,794 - $75,680
3,117 Added 0.07%
4,633,176 $102 Million
Q4 2024

Jan 15, 2025
BUY
$22.4 - $68.28 $69.8 Million - $213 Million
3,116,909 Added 205.99%
4,630,059 $107 Million
Q3 2024

Oct 17, 2024
SELL
$61.11 - $67.85 $28,599 - $31,753
-468 Reduced 0.03%
1,513,150 $103 Million
Q2 2024

Jul 22, 2024
SELL
$58.7 - $64.78 $661,549 - $730,070
-11,270 Reduced 0.74%
1,513,618 $97.2 Million
Q1 2024

Apr 15, 2024
SELL
$55.41 - $62.08 $4.34 Million - $4.86 Million
-78,306 Reduced 4.88%
1,524,888 $94.6 Million
Q4 2023

Jan 11, 2024
SELL
$48.47 - $56.6 $3.26 Million - $3.81 Million
-67,320 Reduced 4.03%
1,603,194 $90.4 Million
Q3 2023

Oct 26, 2023
BUY
$50.36 - $54.21 $933,926 - $1.01 Million
18,545 Added 1.12%
1,670,514 $84.5 Million
Q2 2023

Jul 10, 2023
BUY
$47.67 - $52.37 $136,431 - $149,882
2,862 Added 0.17%
1,651,969 $86.5 Million
Q1 2023

Apr 06, 2023
SELL
$44.78 - $49.41 $4.62 Million - $5.09 Million
-103,102 Reduced 5.88%
1,649,107 $79.8 Million
Q4 2022

Jan 17, 2023
BUY
$42.25 - $48.16 $951,596 - $1.08 Million
22,523 Added 1.3%
1,752,209 $0
Q3 2022

Oct 25, 2022
BUY
$42.35 - $51.01 $26 Million - $31.4 Million
614,776 Added 55.14%
1,729,686 $73.3 Million
Q2 2022

Jul 13, 2022
BUY
$43.35 - $54.51 $19.1 Million - $24 Million
439,523 Added 65.08%
1,114,910 $49.8 Million
Q1 2022

May 10, 2022
BUY
$49.51 - $57.27 $17 Million - $19.7 Million
343,517 Added 103.51%
675,387 $36.4 Million
Q4 2021

Jan 24, 2022
BUY
$51.9 - $57.29 $232,096 - $256,200
4,472 Added 1.37%
331,870 $37.8 Million
Q3 2021

Oct 26, 2021
SELL
$51.52 - $54.94 $452,963 - $483,032
-8,792 Reduced 2.62%
327,398 $34.1 Million
Q2 2021

Jul 23, 2021
BUY
$48.62 - $52.01 $309,758 - $331,355
6,371 Added 1.93%
336,190 $35 Million
Q1 2021

Apr 28, 2021
BUY
$44.9 - $48.34 $657,425 - $707,794
14,642 Added 4.65%
329,819 $31.7 Million
Q4 2020

Feb 08, 2021
BUY
$39.35 - $45.48 $754,103 - $871,578
19,164 Added 6.47%
315,177 $28.7 Million
Q3 2020

Nov 03, 2020
SELL
$37.26 - $43.03 $410,716 - $474,319
-11,023 Reduced 3.59%
296,013 $23.9 Million
Q2 2020

Jul 31, 2020
BUY
$29.25 - $38.76 $6.09 Million - $8.06 Million
208,042 Added 210.16%
307,036 $22.8 Million
Q1 2020

Apr 28, 2020
BUY
$26.61 - $40.52 $381,135 - $580,367
14,323 Added 16.92%
98,994 $6.06 Million
Q4 2019

Jan 27, 2020
SELL
$34.42 - $38.54 $303,928 - $340,308
-8,830 Reduced 9.44%
84,671 $6.5 Million
Q3 2019

Oct 15, 2019
SELL
$35.28 - $36.01 $476,350 - $486,207
-13,502 Reduced 12.62%
93,501 $6.63 Million
Q2 2019

Jul 12, 2019
BUY
N/A
2,007 Added 1.91%
107,003 $7.51 Million
Q1 2019

Apr 29, 2019
BUY
N/A
3,157 Added 3.1%
104,996 $7.1 Million
Q4 2018

Jan 14, 2019
BUY
N/A
19,160 Added 23.17%
101,839 $6.08 Million
Q3 2018

Oct 11, 2018
SELL
N/A
-1,845 Reduced 2.18%
82,679 $5.75 Million
Q2 2018

Jul 16, 2018
BUY
N/A
8,225 Added 10.78%
84,524 $5.49 Million
Q1 2018

Apr 25, 2018
SELL
N/A
-13,186 Reduced 14.74%
76,299 $4.81 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-975 Reduced 1.08%
89,485 $5.71 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-28,110 Reduced 23.71%
90,460 $5.43 Million
Q2 2017

Aug 10, 2017
BUY
N/A
118,570
118,570 $6.85 Million

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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