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Orgel Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Orgel Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137M Sell
4,658,623
-32,479
-0.7% -$927K 2.6% 14
2026
Q1 		$120M Buy
4,691,102
+11,704
+0.3% +$314K 2.59% 16
2025
Q4 		$126M Sell
4,679,398
-12,789
-0.3% -$342K 2.78% 14
2025
Q3 		$124M Sell
4,692,187
-34,271
-0.7% -$870K 2.82% 14
2025
Q2 		$116M Buy
4,726,458
+93,282
+2% +$2.11M 2.78% 15
2025
Q1 		$102M Buy
4,633,176
+3,117
+0.1% +$72.6K 2.66% 15
2024
Q4 		$107M Buy
4,630,059
+90,609
+2% +$2.11M 2.8% 15
2024
Q3 		$103M Sell
4,539,450
-1,404
-0% -$30.6K 2.57% 15
2024
Q2 		$97.2M Sell
4,540,854
-33,810
-0.7% -$699K 2.63% 16
2024
Q1 		$94.6M Sell
4,574,664
-234,918
-5% -$4.62M 2.6% 16
2023
Q4 		$90.4M Sell
4,809,582
-201,960
-4% -$3.55M 2.67% 13
2023
Q3 		$84.5M Buy
5,011,542
+55,635
+1% +$976K 2.86% 11
2023
Q2 		$86.5M Buy
4,955,907
+8,586
+0.2% +$142K 2.86% 11
2023
Q1 		$79.8M Sell
4,947,321
-309,306
-6% -$4.87M 2.85% 11
2022
Q4 		$79.1M Buy
5,256,627
+67,569
+1% +$1.02M 3.04% 11
2022
Q3 		$73.3M Buy
5,189,058
+1,844,328
+55% +$28.9M 3.61% 8
2022
Q2 		$49.8M Buy
3,344,730
+1,318,569
+65% +$21.4M 2.82% 8
2022
Q1 		$36.4M Buy
2,026,161
+34,941
+2% +$619K 2.5% 9
2021
Q4 		$37.8M Buy
1,991,220
+26,832
+1% +$496K 3.65% 7
2021
Q3 		$34.1M Sell
1,964,388
-52,752
-3% -$941K 3.87% 6
2021
Q2 		$35M Buy
2,017,140
+38,226
+2% +$645K 4.38% 6
2021
Q1 		$31.7M Buy
1,978,914
+87,852
+5% +$1.38M 4.48% 6
2020
Q4 		$28.7M Buy
1,891,062
+114,984
+6% +$1.65M 5.88% 4
2020
Q3 		$23.9M Sell
1,776,078
-66,138
-4% -$879K 6.66% 3
2020
Q2 		$22.8M Buy
1,842,216
+1,248,252
+210% +$14.5M 8.57% 2
2020
Q1 		$6.06M Buy
593,964
+85,938
+17% +$1.04M 2.4% 10
2019
Q4 		$6.5M Sell
508,026
-52,980
-9% -$649K 1.79% 12
2019
Q3 		$6.63M Sell
561,006
-81,012
-13% -$955K 2.49% 5
2019
Q2 		$7.51M Buy
642,018
+12,042
+2% +$138K 2.93% 4
2019
Q1 		$7.1M Buy
629,976
+18,942
+3% +$205K 2.4% 4
2018
Q4 		$6.08M Buy
611,034
+114,960
+23% +$1.23M 1.84% 5
2018
Q3 		$5.75M Sell
496,074
-11,070
-2% -$126K 2.52% 5
2018
Q2 		$5.49M Buy
507,144
+49,350
+11% +$532K 1.35% 4
2018
Q1 		$4.81M Sell
457,794
-79,116
-15% -$860K 1.19% 4
2017
Q4 		$5.71M Sell
536,910
-5,850
-1% -$60.6K 1.38% 4
2017
Q3 		$5.43M Sell
542,760
-168,660
-24% -$1.66M 1.89% 4
2017
Q2 		$6.85M Sell
711,420
-600
-0.1% -$5.72K 2.5% 4
2017
Q1 		$6.68M Hold
712,020
– – 2.93% 4
2016
Q4 		$6.32M Buy
712,020
+69,420
+11% +$603K 4.08% 3
2016
Q3 		$5.53M Hold
642,600
– – 3.81% 3
2016
Q2 		$5.33M Hold
642,600
– – 2.31% 6
2016
Q1 		$5.23M Buy
+642,600
New +$4.96M 3.29% 5

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Orgel Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.69% in Q2 2026, selling an estimated $927K and leaving 4,658,623 shares worth $137M. The position accounts for 2.6% of the portfolio, ranked #14.

Orgel Wealth Management first reported a position in SCHX in Q1 2016 and has held it in 42 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Orgel Wealth Management held 4,658,623 shares of Schwab US Large- Cap ETF worth $137M as of Q2 2026.
  • Orgel Wealth Management sold 32,479 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $927K.
  • Schwab US Large- Cap ETF made up 2.6% of Orgel Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Orgel Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 42 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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