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Orgel Wealth Management, LLC: SCHG position timeline

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

Orgel Wealth Management, LLC held 227,877 SCHG 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 227,877 shares
    Change vs previous 13F +7,302 shares

    0.15% of the 13F portfolio, value $7,711,358.

    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 220,575 shares
    Change vs previous 13F +14,719 shares

    0.14% of the 13F portfolio, value $6,425,350.

    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 205,856 shares
    Change vs previous 13F +16,030 shares

    0.15% of the 13F portfolio, value $6,715,023.

    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 189,826 shares
    Change vs previous 13F +17,921 shares

    0.14% of the 13F portfolio, value $6,057,348.

    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 171,905 shares
    Change vs previous 13F +25,913 shares

    0.12% of the 13F portfolio, value $5,021,346.

    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 145,992 shares
    Change vs previous 13F +51,302 shares

    0.09% of the 13F portfolio, value $3,655,640.

    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 94,690 shares
    Change vs previous 13F +72,465 shares

    0.07% of the 13F portfolio, value $2,639,011.

    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 22,225 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,315,401.

    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).