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Orgel Wealth Management, LLC: SCHD position timeline

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

Orgel Wealth Management, LLC held 293,403 SCHD 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 293,403 shares
    Change vs previous 13F -3,004 shares

    0.18% of the 13F portfolio, value $9,303,794.

    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 296,407 shares
    Change vs previous 13F -52,998 shares

    0.2% of the 13F portfolio, value $9,093,752.

    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 349,405 shares
    Change vs previous 13F -46,308 shares

    0.21% of the 13F portfolio, value $9,584,166.

    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 395,713 shares
    Change vs previous 13F -770 shares

    0.25% of the 13F portfolio, value $10,802,952.

    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 396,483 shares
    Change vs previous 13F -11,123,627 shares

    0.25% of the 13F portfolio, value $10,506,787.

    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 11,520,110 shares
    Change vs previous 13F +457,867 shares

    8.37% of the 13F portfolio, value $322,102,284.

    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 11,062,243 shares
    Change vs previous 13F +6,804,908 shares

    7.89% of the 13F portfolio, value $302,220,487.

    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 4,257,335 shares
    Change vs previous 13F not available

    9.01% of the 13F portfolio, value $359,872,527.

    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).