Alpha Omega Wealth Management LLC Schwab Strategic U.S. Mid Cap 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. Mid Cap stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 49,488 shares of SCHM stock, worth $3.83 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
49,488
Previous 49,188
0.61%
Holding current value
$3.83 Million
Previous $3.7 Million
8.77%
% of portfolio
0.75%
Previous 0.61%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$783 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$165 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$154 Million2.99% of portfolio