Alpha Omega Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Alpha Omega Wealth Management LLC

  • $533 Million
  • Q2 2025

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 7,536 shares of SCHV stock, worth $219,599. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,536
Holding current value
$219,599
% of portfolio
0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$23.55 - $27.67 $177,472 - $208,521
7,536 New
7,536 $208,000
Q1 2020

May 04, 2020
SELL
$38.4 - $61.03 $771,763 - $1.23 Million
-20,098 Closed
0 $0
Q2 2019

Aug 14, 2019
BUY
N/A
175 Added 0.88%
20,098 $1.13 Million
Q1 2019

May 02, 2019
SELL
N/A
-9,828 Reduced 33.03%
19,923 $1.09 Million
Q4 2018

Jan 18, 2019
BUY
N/A
29,751 New
29,751 $1.47 Million

Others Institutions Holding SCHV

# of Institutions
965
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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