Alpha Omega Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History
Alpha Omega Wealth Management LLC
- $510 Million
- Q1 2025
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 143,981 shares of SCHM stock, worth $3.53 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
143,981
Previous 139,699
3.07%
Holding current value
$3.53 Million
Previous $3.87 Million
2.69%
% of portfolio
0.74%
Previous 0.74%
Shares
32 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio