News + Filings Holdings
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Orgel Wealth Management, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 1,651,969 | 2,862 | 86,513,617,000 | 6,746,311,000 | $52,370.00 |
| 03/31/2023 | SCHWAB US LC ETF | SCHX | 1,649,107 | 534,197 | 79,767,306,000 | 79,717,514,000 | $48,370.00 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 1,114,910 | 439,523 | 49,792,000 | 13,422,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 675,387 | 343,517 | 36,370,000 | -1,403,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 331,870 | 4,472 | 37,773,000 | 3,714,000 | $113.82 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 327,398 | -8,792 | 34,059,000 | -895,000 | $104.03 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 336,190 | 21,013 | 34,954,000 | 6,289,000 | $103.97 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 315,177 | 19,164 | 28,665,000 | 4,797,000 | $90.95 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 296,013 | -11,023 | 23,868,000 | 1,117,000 | $80.63 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 307,036 | 208,042 | 22,751,000 | 16,688,000 | $74.10 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 98,994 | 14,323 | 6,063,000 | -441,000 | $61.25 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 84,671 | -8,830 | 6,504,000 | -128,000 | $76.81 |
| 09/30/2019 | SCHWAB US LC ETF | SCHX | 93,501 | -13,502 | 6,632,000 | -879,000 | $70.93 |
| 06/30/2019 | SCHWAB US LC ETF | SCHX | 107,003 | 2,007 | 7,511,000 | 412,000 | $70.19 |
| 03/31/2019 | SCHWAB US LC ETF | SCHX | 104,996 | 3,157 | 7,099,000 | 1,019,000 | $67.61 |
| 12/31/2018 | SCHWAB US LC ETF | SCHX | 101,839 | 19,160 | 6,080,000 | 329,000 | $59.70 |
| 09/30/2018 | SCHWAB US LC ETF | SCHX | 82,679 | -1,845 | 5,751,000 | 258,000 | $69.56 |
| 06/30/2018 | SCHWAB US LC ETF | SCHX | 84,524 | 8,225 | 5,493,000 | 680,000 | $64.99 |
| 03/31/2018 | SCHWAB US LC ETF | SCHX | 76,299 | -13,186 | 4,813,000 | -894,000 | $63.08 |
| 12/31/2017 | SCHWAB US LC ETF | SCHX | 89,485 | -975 | 5,707,000 | 276,000 | $63.78 |
| 09/30/2017 | SCHWAB US LC ETF | SCHX | 90,460 | -28,110 | 5,431,000 | -1,419,000 | $60.04 |
| 06/30/2017 | SCHWAB US LC ETF | SCHX | 118,570 | 118,570 | 6,850,000 | 6,850,000 | $57.77 |
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