Orgel Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.3M	Sell	293,403 -3,004	-1%	-$95.3K	0.18%	30
2026 Q1	$9.09M	Sell	296,407 -52,998	-15%	-$1.61M	0.2%	28
2025 Q4	$9.58M	Sell	349,405 -46,308	-12%	-$1.26M	0.21%	27
2025 Q3	$10.8M	Sell	395,713 -770	-0.2%	-$21K	0.25%	27
2025 Q2	$10.5M	Sell	396,483 -11,123,627	-97%	-$290M	0.25%	28
2025 Q1	$322M	Buy	11,520,110 +457,867	+4%	+$12.8M	8.37%	3
2024 Q4	$302M	Sell	11,062,243 -1,709,762	-13%	-$48.6M	7.89%	3
2024 Q3	$360M	Buy	12,772,005 +212,556	+2%	+$5.79M	9.01%	3
2024 Q2	$326M	Buy	12,559,449 +101,046	+0.8%	+$2.63M	8.79%	3
2024 Q1	$335M	Buy	12,458,403 +114,060	+0.9%	+$2.95M	9.18%	3
2023 Q4	$313M	Buy	12,344,343 +50,574	+0.4%	+$1.21M	9.26%	4
2023 Q3	$290M	Sell	12,293,769 -94,110	-0.8%	-$2.31M	9.8%	4
2023 Q2	$300M	Buy	12,387,879 +2,125,452	+21%	+$50.8M	9.91%	4
2023 Q1	$250M	Sell	10,262,427 -314,460	-3%	-$7.86M	8.95%	4
2022 Q4	$266M	Buy	10,576,887 +100,845	+1%	+$2.49M	10.24%	3
2022 Q3	$232M	Buy	10,476,042 +238,875	+2%	+$5.8M	11.45%	3
2022 Q2	$244M	Buy	10,237,167 +445,308	+5%	+$11.3M	13.83%	2
2022 Q1	$257M	Buy	9,791,859 +600,462	+7%	+$15.7M	17.68%	2
2021 Q4	$248M	Buy	9,191,397 +413,661	+5%	+$10.7M	23.91%	1
2021 Q3	$217M	Sell	8,777,736 -385,173	-4%	-$9.79M	24.69%	1
2021 Q2	$231M	Buy	9,162,909 +556,251	+6%	+$14M	28.97%	1
2021 Q1	$209M	Buy	8,606,658 +581,883	+7%	+$13.2M	29.62%	1
2020 Q4	$172M	Buy	8,024,775 +1,505,151	+23%	+$30.5M	35.2%	1
2020 Q3	$120M	Buy	6,519,624 +5,514,147	+548%	+$101M	33.53%	1
2020 Q2	$17.3M	Sell	1,005,477 -290,007	-22%	-$4.9M	6.54%	3
2020 Q1	$19.4M	Buy	+1,295,484	New	+$23.3M	7.7%	3

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

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

Orgel Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1% in Q2 2026, selling an estimated $95.3K and leaving 293,403 shares worth $9.3M. The position accounts for 0.18% of the portfolio, ranked #30.

Orgel Wealth Management first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $360M in Q3 2024. 464 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Orgel Wealth Management held 293,403 shares of Schwab US Dividend Equity ETF worth $9.3M as of Q2 2026.
Orgel Wealth Management sold 3,004 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $95.3K.
Schwab US Dividend Equity ETF made up 0.18% of Orgel Wealth Management's portfolio in Q2 2026, its #30 holding.
Orgel Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
Orgel Wealth Management's Schwab US Dividend Equity ETF position peaked at $360M in Q3 2024.
464 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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