Schwab Strategic Tr us aggregate b shares owned by Alpha Omega Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Alpha Omega Wealth Management
from 13F filings
Historical chart of Alpha Omega Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Alpha Omega Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $651k | 28k | 23.47 |
| 2025-06-30 | $640k | 28k | 23.24 |
| 2025-03-31 | $665k | 29k | 23.16 |
| 2024-12-31 | $651k | 29k | 22.70 |
| 2024-09-30 | $708k | 15k | 47.52 |
| 2024-06-30 | $678k | 15k | 45.58 |
| 2024-03-31 | $715k | 16k | 46.00 |
| 2023-12-31 | $737k | 16k | 46.62 |
| 2023-09-30 | $678k | 15k | 44.23 |
| 2023-06-30 | $733k | 16k | 46.16 |
| 2023-03-31 | $735k | 16k | 46.91 |
| 2022-12-31 | $753k | 17k | 45.65 |
| 2022-09-30 | $924k | 20k | 45.29 |
| 2022-06-30 | $1.1M | 22k | 47.86 |
| 2022-03-31 | $1.1M | 22k | 50.55 |
| 2021-12-31 | $1.1M | 20k | 53.22 |
| 2021-09-30 | $1.1M | 20k | 54.27 |
| 2021-06-30 | $1.1M | 20k | 54.58 |
| 2021-03-31 | $1.0M | 19k | 53.95 |
| 2020-12-31 | $347k | 6.2k | 55.99 |
| 2019-06-30 | $50k | 950 | 52.63 |
| 2019-03-31 | $49k | 950 | 51.58 |
| 2018-12-31 | $48k | 950 | 50.53 |
| 2018-09-30 | $48k | 950 | 50.53 |
| 2018-06-30 | $48k | 950 | 50.53 |
| 2018-03-31 | $48k | 950 | 50.53 |
| 2017-12-31 | $49k | 950 | 51.58 |
| 2017-09-30 | $102k | 2.0k | 52.31 |
| 2017-06-30 | $102k | 2.0k | 52.31 |
| 2017-03-31 | $101k | 2.0k | 51.79 |
| 2016-12-31 | $100k | 2.0k | 51.28 |
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