Orgel Wealth Management
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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
Q3 		$8.86M Sell
272,367
-21,036
-7% -$709K 0.17% 31
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 		$9.6M 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% -$9.8M 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

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Orgel Wealth Management's SCHD Position: Q3 2026 in Review

Orgel Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.2% in Q3 2026, selling an estimated $709K and leaving 272,367 shares worth $8.86M. The position accounts for 0.17% of the portfolio, ranked #31.

Orgel Wealth Management first reported a position in SCHD in Q1 2020 and has held it in 27 quarters since. The position peaked at $360M in Q3 2024. 902 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Orgel Wealth Management held 272,367 shares of Schwab US Dividend Equity ETF worth $8.86M as of Q3 2026.
  • Orgel Wealth Management sold 21,036 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $709K.
  • Schwab US Dividend Equity ETF made up 0.17% of Orgel Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Orgel Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 27 quarters since.
  • Orgel Wealth Management's Schwab US Dividend Equity ETF position peaked at $360M in Q3 2024.
  • 902 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.