Orgel Wealth Management, LLC's ownership history for SCHF

Orgel Wealth Management, LLC currently holds 8.9M shares with a market value of $214.7M. It started holding SCHF on 2024-09-30. At its peak, it held 8.9M shares on 2025-12-31. Its highest holding value was $214.7M on 2025-12-31. At its lowest, it held 3.9M shares on 2024-09-30, with a value of $154.9M on 2024-12-31. In the recent 180 days, Orgel Wealth Management, LLC has increased its shares by 361.8K. In the recent year, Orgel Wealth Management, LLC has increased its shares by 560.3K.