Alpha Omega Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Alpha Omega Wealth Management LLC
- $521 Million
- Q4 2024
A detailed history of Alpha Omega Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 220,643 shares of SCHB stock, worth $4.96 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
220,643
Previous 74,751
195.17%
Holding current value
$4.96 Million
Previous $4.97 Million
0.72%
% of portfolio
0.96%
Previous 0.92%
Shares
31 transactions
Others Institutions Holding SCHB
# of Institutions
1,263Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$400 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$258 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$230 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$210 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$201 Million19.23% of portfolio