Orgel Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 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 8,570,431 shares of SCHF stock, worth $189 Million. This represents 4.82% of its overall portfolio holdings.
Number of Shares
8,570,431
Previous 8,620,943
0.59%
Holding current value
$189 Million
Previous $172 Million
10.07%
% of portfolio
4.82%
Previous 4.75%
Shares
36 transactions
Others Institutions Holding SCHF
# of Institutions
1,430Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.67 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$4.07 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.75 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.31 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.57 Billion11.16% of portfolio