Orgel Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 2025
A detailed history of Orgel Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 396,483 shares of SCHD stock, worth $10.8 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
396,483
Previous 11,520,110
96.56%
Holding current value
$10.8 Million
Previous $318 Million
96.69%
% of portfolio
0.27%
Previous 8.77%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
2,004Shares Held
919MCall Options Held
4.89MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.06 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$900 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$878 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$805 Million4.98% of portfolio