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 29,388 shares of SCHX stock, worth $1.92 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
29,388
Previous 29,553
0.56%
Holding current value
$1.92 Million
Previous $1.67 Million
9.42%
% of portfolio
0.34%
Previous 0.28%
Shares
24 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio