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Orgel Wealth Management, LLC: SCHX position timeline

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

Orgel Wealth Management, LLC held 4,658,623 SCHX 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 4,658,623 shares
    Change vs previous 13F -32,479 shares

    2.6% of the 13F portfolio, value $137,103,268.

    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 4,691,102 shares
    Change vs previous 13F +11,704 shares

    2.59% of the 13F portfolio, value $120,279,850.

    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 4,679,398 shares
    Change vs previous 13F -12,789 shares

    2.78% of the 13F portfolio, value $125,922,601.

    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 4,692,187 shares
    Change vs previous 13F -34,271 shares

    2.82% of the 13F portfolio, value $123,592,206.

    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 4,726,458 shares
    Change vs previous 13F +93,282 shares

    2.78% of the 13F portfolio, value $115,514,634.

    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 4,633,176 shares
    Change vs previous 13F +3,117 shares

    2.66% of the 13F portfolio, value $102,300,527.

    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 4,630,059 shares
    Change vs previous 13F +3,116,909 shares

    2.8% of the 13F portfolio, value $107,324,768.

    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 1,513,150 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $102,667,228.

    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).