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 $3.65 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
145,992
Previous 94,690 54.18%
Holding current value
$3.65 Million
Previous $2.64 Million 38.39%
% of portfolio
0.1%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,487
Shares Held
2.27B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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