Alpha Omega Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Alpha Omega Wealth Management LLC
- $536 Million
- Q1 2024
A detailed history of Alpha Omega Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 15,532 shares of SCHZ stock, worth $708,103. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,532
Previous 15,807
1.74%
Holding current value
$708,103
Previous $736,000
2.99%
% of portfolio
0.13%
Previous 0.12%
Shares
17 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$204 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$164 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio