Alpha Omega Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Alpha Omega Wealth Management LLC
- $521 Million
- Q4 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 139,699 shares of SCHM stock, worth $3.66 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
139,699
Previous 46,771
198.69%
Holding current value
$3.66 Million
Previous $3.89 Million
0.39%
% of portfolio
0.74%
Previous 0.72%
Shares
31 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio