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 4,257,335 shares of SCHD stock, worth $117 Million. This represents 9.34% of its overall portfolio holdings.

Number of Shares
4,257,335
Previous 4,186,483 1.69%
Holding current value
$117 Million
Previous $326 Million 10.55%
% of portfolio
9.34%
Previous 9.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$77.02 - $85.06 $5.46 Million - $6.03 Million
70,852 Added 1.69%
4,257,335 $360 Million
Q2 2024

Jul 22, 2024

BUY
$75.81 - $80.15 $2.55 Million - $2.7 Million
33,682 Added 0.81%
4,186,483 $326 Million
Q1 2024

Apr 15, 2024

BUY
$75.25 - $80.63 $2.86 Million - $3.07 Million
38,020 Added 0.92%
4,152,801 $335 Million
Q4 2023

Jan 11, 2024

BUY
$66.9 - $76.32 $1.13 Million - $1.29 Million
16,858 Added 0.41%
4,114,781 $313 Million
Q3 2023

Oct 26, 2023

SELL
$70.63 - $75.66 $2.22 Million - $2.37 Million
-31,370 Reduced 0.76%
4,097,923 $290 Million
Q2 2023

Jul 10, 2023

BUY
$69.18 - $73.94 $49 Million - $52.4 Million
708,484 Added 20.71%
4,129,293 $300 Million
Q1 2023

Apr 06, 2023

SELL
$70.28 - $78.03 $7.37 Million - $8.18 Million
-104,820 Reduced 2.97%
3,420,809 $250 Million
Q4 2022

Jan 17, 2023

BUY
$67.16 - $79.06 $2.26 Million - $2.66 Million
33,615 Added 0.96%
3,525,629 $0
Q3 2022

Oct 25, 2022

BUY
$66.43 - $77.87 $5.29 Million - $6.2 Million
79,625 Added 2.33%
3,492,014 $232 Million
Q2 2022

Jul 13, 2022

BUY
$70.31 - $80.24 $10.4 Million - $11.9 Million
148,436 Added 4.55%
3,412,389 $244 Million
Q1 2022

May 10, 2022

BUY
$75.14 - $81.94 $15 Million - $16.4 Million
200,154 Added 6.53%
3,263,953 $257 Million
Q4 2021

Jan 24, 2022

BUY
$74.93 - $80.86 $10.3 Million - $11.1 Million
137,887 Added 4.71%
3,063,799 $248 Million
Q3 2021

Oct 26, 2021

SELL
$74.23 - $78.13 $9.53 Million - $10 Million
-128,391 Reduced 4.2%
2,925,912 $217 Million
Q2 2021

Jul 23, 2021

BUY
$73.32 - $77.65 $13.6 Million - $14.4 Million
185,417 Added 6.46%
3,054,303 $231 Million
Q1 2021

Apr 28, 2021

BUY
$63.23 - $73.67 $12.3 Million - $14.3 Million
193,961 Added 7.25%
2,868,886 $209 Million
Q4 2020

Feb 08, 2021

BUY
$54.8 - $65.16 $27.5 Million - $32.7 Million
501,717 Added 23.09%
2,674,925 $172 Million
Q3 2020

Nov 03, 2020

BUY
$50.37 - $58.54 $92.6 Million - $108 Million
1,838,049 Added 548.41%
2,173,208 $120 Million
Q2 2020

Jul 31, 2020

SELL
$43.56 - $56.5 $4.21 Million - $5.46 Million
-96,669 Reduced 22.39%
335,159 $17.3 Million
Q1 2020

Apr 28, 2020

BUY
$39.5 - $59.28 $17.1 Million - $25.6 Million
431,828 New
431,828 $19.4 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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