Alpha Omega Wealth Management LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 27,832 shares of SCHG stock, worth $792,377. This represents 0.15% of its overall portfolio holdings.
Number of Shares
27,832
Previous 7,028
296.02%
Holding current value
$792,377
Previous $732,000
5.87%
% of portfolio
0.15%
Previous 0.13%
Shares
25 transactions
Others Institutions Holding SCHG
# of Institutions
1,363Shares Held
1.88BCall Options Held
140KPut Options Held
96.3K-
Koshinski Asset Management, Inc.1.56BShares$44.5 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$311 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio