News + Filings Holdings
|
Orgel Wealth Management, LLC
> SCHE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHE | 1,204,848 | 93,553 | 29,675,395,000 | 2,426,435,000 | $24,629.99 |
| 03/31/2023 | SCHWAB STRATEGIC TRUST | SCHE | 1,111,295 | 118,180 | 27,248,960,000 | 27,223,755,000 | $24,520.01 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHE | 993,115 | 391,599 | 25,205,000 | 8,501,000 | $25.38 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHE | 601,516 | 83,869 | 16,704,000 | 1,371,000 | $27.77 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHE | 517,647 | 164,078 | 15,333,000 | 4,556,000 | $29.62 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | SCHE | 353,569 | 92,043 | 10,777,000 | 2,178,000 | $30.48 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHE | 261,526 | 130,284 | 8,599,000 | 4,576,000 | $32.88 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHE | 131,242 | 21,447 | 4,023,000 | 1,085,000 | $30.65 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | SCHE | 109,795 | -105,705 | 2,938,000 | -2,310,000 | $26.76 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHE | 215,500 | -26,361 | 5,248,000 | 244,000 | $24.35 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHE | 241,861 | 108,152 | 5,004,000 | 1,344,000 | $20.69 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | SCHE | 133,709 | 44,141 | 3,660,000 | 1,409,000 | $27.37 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHE | 89,568 | 4,155 | 2,251,000 | 10,000 | $25.13 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHE | 85,883 | 4,922 | 2,253,000 | 147,000 | $26.23 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHE | 80,961 | 1,054 | 2,106,000 | 226,000 | $26.01 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHE | 79,907 | 30,108 | 1,880,000 | 600,000 | $23.53 |
| 09/30/2018 | SCHWAB STRATEGIC TRUST | SCHE | 49,799 | 3,479 | 1,280,000 | 81,000 | $25.70 |
| 06/30/2018 | SCHWAB STRATEGIC TRUST | SCHE | 46,320 | 6,120 | 1,199,000 | 45,000 | $25.89 |
| 03/31/2018 | SCHWAB STRATEGIC TRUST | SCHE | 40,200 | 12,494 | 1,154,000 | 380,000 | $28.71 |
| 12/31/2017 | SCHWAB STRATEGIC TRUST | SCHE | 27,706 | 27,706 | 774,000 | 774,000 | $27.94 |
| << Prev Next >> |
|