Orgel Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Orgel Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.96M	Sell	192,575 -5,740	-3%	-$190K	0.13%	34
2026 Q1	$5.77M	Sell	198,315 -4,454	-2%	-$134K	0.12%	33
2025 Q4	$5.77M	Sell	202,769 -844	-0.4%	-$23.8K	0.13%	31
2025 Q3	$5.68M	Sell	203,613 -42,693	-17%	-$1.14M	0.13%	31
2025 Q2	$6.23M	Buy	246,306 +19,986	+9%	+$472K	0.15%	30
2025 Q1	$5.3M	Buy	226,320 +1,049	+0.5%	+$26.7K	0.14%	30
2024 Q4	$5.83M	Sell	225,271 -6,209	-3%	-$165K	0.15%	30
2024 Q3	$5.96M	Buy	231,480 +104	+0%	+$2.58K	0.15%	32
2024 Q2	$5.49M	Sell	231,376 -2,826	-1%	-$67K	0.15%	31
2024 Q1	$5.77M	Sell	234,202 -42,924	-15%	-$1.01M	0.16%	31
2023 Q4	$6.55M	Buy	277,126 +5,728	+2%	+$121K	0.19%	31
2023 Q3	$5.62M	Buy	271,398 +66,426	+32%	+$1.46M	0.19%	27
2023 Q2	$4.49M	Sell	204,972 -138,270	-40%	-$2.88M	0.15%	29
2023 Q1	$7.2M	Sell	343,242 -100,268	-23%	-$2.16M	0.26%	28
2022 Q4	$8.98M	Buy	443,510 +15,914	+4%	+$326K	0.35%	28
2022 Q3	$8.08M	Sell	427,596 -205,708	-32%	-$4.3M	0.4%	27
2022 Q2	$12.3M	Sell	633,304 -56,542	-8%	-$1.21M	0.7%	20
2022 Q1	$16.3M	Buy	689,846 +169,942	+33%	+$4.01M	1.12%	16
2021 Q4	$13.3M	Buy	519,904 +94,332	+22%	+$2.44M	1.29%	16
2021 Q3	$10.7M	Sell	425,572 -14,356	-3%	-$365K	1.21%	16
2021 Q2	$11.5M	Buy	439,928 +15,020	+4%	+$384K	1.44%	14
2021 Q1	$10.6M	Buy	424,908 +13,792	+3%	+$339K	1.5%	12
2020 Q4	$9.15M	Buy	411,116 +20,464	+5%	+$407K	1.88%	11
2020 Q3	$6.67M	Buy	390,652 +25,224	+7%	+$434K	1.86%	11
2020 Q2	$5.97M	Buy	+365,428	New	+$5.47M	2.25%	11
2019 Q3	–	Sell	-6,752	Closed	-$121K	–	49
2019 Q2	$121K	Buy	+6,752	New	+$119K	0.05%	41

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Orgel Wealth Management's SCHA Position: Q2 2026 in Review

Orgel Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.9% in Q2 2026, selling an estimated $190K and leaving 192,575 shares worth $6.96M. The position accounts for 0.13% of the portfolio, ranked #34.

Orgel Wealth Management first reported a position in SCHA in Q2 2019 and has held it in 26 quarters since. The position peaked at $16.3M in Q1 2022. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Orgel Wealth Management held 192,575 shares of Schwab U.S Small- Cap ETF worth $6.96M as of Q2 2026.
Orgel Wealth Management sold 5,740 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $190K.
Schwab U.S Small- Cap ETF made up 0.13% of Orgel Wealth Management's portfolio in Q2 2026, its #34 holding.
Orgel Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and has held it in 26 quarters since.
Orgel Wealth Management's Schwab U.S Small- Cap ETF position peaked at $16.3M in Q1 2022.
500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.