Alpha Omega Wealth Management LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 7,940 shares of SCHG stock, worth $830,682. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,940
Previous 8,189
3.04%
Holding current value
$830,682
Previous $679,000
8.39%
% of portfolio
0.14%
Previous 0.11%
Shares
22 transactions
Others Institutions Holding SCHG
# of Institutions
1,190Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$951 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$950 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$911 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$515 Million1.05% of portfolio