Orgel Wealth Management, LLC SCHD Holdings History
Orgel Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 396,483.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $10.51 Mil. This investment constitutes 0.25% of their stock portfolio, and Orgel Wealth Management, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q1. And since then Orgel Wealth Management, LLC has made 16 purchases of SCHD, at an average price of $38.73, for a total of 13.59 Mil shares. In addition, there have been 6 sales at an average price of $27.59 for 13.19 Mil shares. Based on historical transaction data and SCHD's current price of $27.02, Orgel Wealth Management, LLC's estimated gain on his SCHD holdings is $-151.61 Mil, reflecting a -28.80% gain to date.
Orgel Wealth Management, LLC SCHD ($27.02) Holding Chart
Orgel Wealth Management, LLC SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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