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Orgel Wealth Management, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orgel Wealth Management, LLC on SCHA, newest first. How the timeline and the estimate are built.

Orgel Wealth Management, LLC held 192,575 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,575 shares
    Change vs previous 13F -5,740 shares

    0.13% of the 13F portfolio, value $6,957,735.

    13F-HR 0001658535-26-000004 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 198,315 shares
    Change vs previous 13F -4,454 shares

    0.12% of the 13F portfolio, value $5,767,001.

    13F-HR 0001658535-26-000003 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 202,769 shares
    Change vs previous 13F -844 shares

    0.13% of the 13F portfolio, value $5,774,863.

    13F-HR 0001658535-26-000001 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 203,613 shares
    Change vs previous 13F -42,693 shares

    0.13% of the 13F portfolio, value $5,680,803.

    13F-HR 0001658535-25-000008 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 246,306 shares
    Change vs previous 13F +19,986 shares

    0.15% of the 13F portfolio, value $6,231,542.

    13F-HR 0001658535-25-000005 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 226,320 shares
    Change vs previous 13F +1,049 shares

    0.14% of the 13F portfolio, value $5,302,678.

    13F-HR 0001658535-25-000004 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 225,271 shares
    Change vs previous 13F +109,531 shares

    0.15% of the 13F portfolio, value $5,825,509.

    13F-HR 0001658535-25-000001 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 115,740 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,960,610.

    13F-HR 0001658535-24-000008 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).