Orgel Wealth Management Increases Stake in Schwab International Equity ETF

The firm now owns 0.39% of the $55.28 billion ETF

Mar. 21, 2026 at 11:35am

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Orgel Wealth Management LLC increased its position in the Schwab International Equity ETF (SCHF) by 1.9% during the fourth quarter, according to a recent SEC filing. The firm now owns 8,932,214 shares of the ETF, which accounts for approximately 4.7% of its total holdings and makes it the 8th largest position in its portfolio.

Why it matters

This move by Orgel Wealth Management reflects their confidence in the performance of international equities, as the Schwab International Equity ETF provides exposure to stocks outside the United States. The ETF's large asset base of $55.28 billion also indicates strong investor demand for international diversification.

The details

Orgel Wealth Management purchased an additional 169,304 shares of the Schwab International Equity ETF during the fourth quarter, bringing its total position to 8,932,214 shares. This represents approximately 0.39% of the total shares outstanding for the ETF. The firm's increased stake in SCHF now makes it the 8th largest holding in its overall portfolio.

  • Orgel Wealth Management increased its position in the Schwab International Equity ETF during the fourth quarter of 2026.

The players

Orgel Wealth Management LLC

An investment management firm that oversees approximately $4.5 billion in client assets.

Schwab International Equity ETF (SCHF)

An exchange-traded fund that tracks an index of international developed market equities outside the United States.

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The takeaway

Orgel Wealth Management's increased stake in the Schwab International Equity ETF suggests the firm sees continued growth potential in international markets, even as the U.S. economy faces potential headwinds. This move aligns with broader industry trends of investors seeking greater global diversification in their portfolios.