Alpha Omega Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History
Alpha Omega Wealth Management LLC
- $565 Million
- Q3 2025
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 14,499 shares of SCHH stock, worth $307,378. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,499
Previous 14,499
-0.0%
Holding current value
$307,378
Previous $312,000
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
19 transactions
Others Institutions Holding SCHH
# of Institutions
600Shares Held
182MCall Options Held
24.3KPut Options Held
21.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA57.1MShares$1.21 Billion2.36% of portfolio
-
Us Bancorp \De\32.1MShares$680 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$460 Million0.36% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$177 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$158 Million0.11% of portfolio