Orgel Wealth Management, LLC's ownership history for SCHA

Orgel Wealth Management, LLC currently holds 202.8K shares with a market value of $5.8M. It started holding SCHA on 2024-09-30. At its peak, it held 246.3K shares on 2025-06-30. Its highest holding value was $6.2M on 2025-06-30. At its lowest, it held 115.7K shares on 2024-09-30, with a value of $5.3M on 2025-03-31. In the recent 180 days, Orgel Wealth Management, LLC has decreased its shares by 43.5K. In the recent year, Orgel Wealth Management, LLC has decreased its shares by 22.5K.