Schwab U S Small Cap ETF shares owned by Alpha Omega Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Alpha Omega Wealth Management
from 13F filings
Historical chart of Alpha Omega Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Alpha Omega Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 52k | 49.24 |
| 2023-12-31 | $2.4M | 51k | 47.24 |
| 2023-09-30 | $2.2M | 54k | 41.42 |
| 2023-06-30 | $2.3M | 53k | 43.80 |
| 2023-03-31 | $2.3M | 54k | 41.93 |
| 2022-12-31 | $2.2M | 55k | 40.51 |
| 2022-09-30 | $2.1M | 57k | 37.79 |
| 2022-06-30 | $2.2M | 57k | 38.98 |
| 2022-03-31 | $2.7M | 56k | 47.36 |
| 2021-12-31 | $2.8M | 28k | 99.21 |
| 2021-09-30 | $2.9M | 29k | 100.11 |
| 2021-06-30 | $3.0M | 29k | 104.18 |
| 2021-03-31 | $2.8M | 28k | 99.67 |
| 2020-12-31 | $2.4M | 26k | 89.01 |
| 2020-09-30 | $1.8M | 26k | 68.33 |
| 2020-06-30 | $1.6M | 25k | 65.35 |
| 2020-03-31 | $1.3M | 25k | 51.52 |
| 2019-12-31 | $1.8M | 24k | 75.62 |
| 2019-09-30 | $1.7M | 23k | 72.98 |
| 2019-06-30 | $1.6M | 22k | 71.46 |
| 2019-03-31 | $1.5M | 21k | 69.92 |
| 2018-12-31 | $1.2M | 20k | 60.68 |
| 2018-09-30 | $1.5M | 20k | 76.19 |
| 2018-06-30 | $1.3M | 17k | 73.59 |
| 2018-03-31 | $1.1M | 16k | 69.10 |
| 2017-12-31 | $1.2M | 17k | 69.72 |
| 2017-09-30 | $1.1M | 17k | 67.37 |
| 2017-06-30 | $1.1M | 17k | 63.90 |
| 2017-03-31 | $1.1M | 17k | 62.96 |
| 2016-12-31 | $1.0M | 17k | 61.49 |
More positions owned by Alpha Omega Wealth Management
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