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 4,633,176 shares of SCHX stock, worth $102 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
4,633,176
Previous 4,630,059
0.07%
Holding current value
$102 Million
Previous $107 Million
5.2%
% of portfolio
2.81%
Previous 2.9%
Shares
32 transactions
Others Institutions Holding SCHX
# of Institutions
1,475Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio