Alpha Omega Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History
Alpha Omega Wealth Management LLC
- $536 Million
- Q1 2024
A detailed history of Alpha Omega Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 51,639 shares of SCHA stock, worth $2.42 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
51,639
Previous 51,396
0.47%
Holding current value
$2.42 Million
Previous $2.43 Million
4.74%
% of portfolio
0.47%
Previous 0.4%
Shares
28 transactions
Others Institutions Holding SCHA
# of Institutions
1,104Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.59 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$553 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$494 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$404 Million0.1% of portfolio