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Orgel Wealth Management, LLC: SCHF position timeline

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

Orgel Wealth Management, LLC held 9,692,489 SCHF 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 9,692,489 shares
    Change vs previous 13F +280,973 shares

    5.09% of the 13F portfolio, value $268,481,948.

    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 9,411,516 shares
    Change vs previous 13F +479,302 shares

    5.02% of the 13F portfolio, value $232,935,029.

    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 8,932,214 shares
    Change vs previous 13F +169,304 shares

    4.74% of the 13F portfolio, value $214,730,436.

    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 8,762,910 shares
    Change vs previous 13F +192,479 shares

    4.65% of the 13F portfolio, value $204,000,544.

    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 8,570,431 shares
    Change vs previous 13F -50,512 shares

    4.56% of the 13F portfolio, value $189,406,525.

    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 8,620,943 shares
    Change vs previous 13F +249,002 shares

    4.43% of the 13F portfolio, value $170,522,259.

    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 8,371,941 shares
    Change vs previous 13F +4,513,862 shares

    4.04% of the 13F portfolio, value $154,880,914.

    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 3,858,079 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $158,644,208.

    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).