Schwab U S Broad Market ETF shares owned by Alpha Omega Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Alpha Omega Wealth Management
from 13F filings
Historical chart of Alpha Omega Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Alpha Omega Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.7M | 78k | 61.05 |
| 2023-12-31 | $4.5M | 81k | 55.67 |
| 2023-09-30 | $4.1M | 83k | 49.85 |
| 2023-06-30 | $4.3M | 83k | 51.70 |
| 2023-03-31 | $4.0M | 84k | 47.85 |
| 2022-12-31 | $3.9M | 88k | 44.81 |
| 2022-09-30 | $3.7M | 88k | 42.00 |
| 2022-06-30 | $4.0M | 91k | 44.19 |
| 2022-03-31 | $4.9M | 92k | 53.39 |
| 2021-12-31 | $5.1M | 47k | 110.02 |
| 2021-09-30 | $5.1M | 50k | 103.86 |
| 2021-06-30 | $5.2M | 50k | 104.26 |
| 2021-03-31 | $4.9M | 51k | 96.72 |
| 2020-12-31 | $4.7M | 52k | 90.99 |
| 2020-09-30 | $4.1M | 52k | 79.64 |
| 2020-06-30 | $3.9M | 53k | 73.48 |
| 2020-03-31 | $3.3M | 54k | 60.42 |
| 2019-12-31 | $4.3M | 55k | 76.88 |
| 2019-09-30 | $4.0M | 55k | 73.88 |
| 2019-06-30 | $3.9M | 56k | 70.53 |
| 2019-03-31 | $4.0M | 59k | 68.05 |
| 2018-12-31 | $3.6M | 60k | 59.94 |
| 2018-09-30 | $4.3M | 61k | 70.39 |
| 2018-06-30 | $4.2M | 63k | 65.99 |
| 2018-03-31 | $4.0M | 62k | 63.79 |
| 2017-12-31 | $4.2M | 65k | 64.53 |
| 2017-09-30 | $4.0M | 65k | 60.91 |
| 2017-06-30 | $3.9M | 66k | 58.47 |
| 2017-03-31 | $3.8M | 66k | 57.06 |
| 2016-12-31 | $3.5M | 65k | 54.18 |
More positions owned by Alpha Omega Wealth Management
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