Orgel Wealth Management, LLC Schwab Strategic Tr Intl Divid Transaction History
Orgel Wealth Management, LLC
- $4.24 Billion
- Q4 2025
A detailed history of Orgel Wealth Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 8,806 shares of SCHY stock, worth $256,166. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,806
Previous 7,621
15.55%
Holding current value
$256,166
Previous $212,000
20.75%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
155Shares Held
12.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.27MShares$95.3 Million0.43% of portfolio
-
Summit Asset Management, LLC Memphis, TN635KShares$18.5 Million2.78% of portfolio
-
Hamel Associates, Inc.631KShares$18.3 Million5.42% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ546KShares$15.9 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL429KShares$12.5 Million0.01% of portfolio