Alpha Omega Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Alpha Omega Wealth Management LLC
- $536 Million
- Q1 2024
A detailed history of Alpha Omega Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 16,177 shares of SCHH stock, worth $322,731. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,177
Previous 16,177
-0.0%
Holding current value
$322,731
Previous $335,000
2.09%
% of portfolio
0.06%
Previous 0.06%
Shares
16 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio