Alpha Omega Wealth Management LLC SCHB Holdings History
Alpha Omega Wealth Management LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Alpha Omega Wealth Management LLC held 215,103.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $4.63 Mil. This investment constitutes 0.89% of their stock portfolio, and Alpha Omega Wealth Management LLC now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then Alpha Omega Wealth Management LLC has made 4 purchases of SCHB, at an average price of $26.40, for a total of 272,744.00 shares. In addition, there have been 24 sales at an average price of $41.80 for 57,641.00 shares. Based on historical transaction data and SCHB's current price of $21.22, Alpha Omega Wealth Management LLC's estimated gain on his SCHB holdings is $-226,112.73, reflecting a -3.14% gain to date.
Alpha Omega Wealth Management LLC SCHB ($21.22) Holding Chart
Alpha Omega Wealth Management LLC SCHB ($21.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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