AOWM
Alpha Omega Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+7,536
| New | +$209K | 0.04% | 198 |
|
|
2020
Q1 | – | Sell |
-20,098
| Closed | -$1.21M | – | 220 |
|
|
2019
Q4 | $1.21M | Hold |
20,098
| – | – | 0.19% | 89 |
|
|
2019
Q3 | $1.18M | Hold |
20,098
| – | – | 0.19% | 92 |
|
|
2019
Q2 | $1.13M | Buy |
20,098
+175
| +0.9% | +$9.82K | 0.48% | 57 |
|
|
2019
Q1 | $1.09M | Sell |
19,923
-9,828
| -33% | -$538K | 0.49% | 55 |
|
|
2018
Q4 | $1.47M | Buy |
+29,751
| New | +$1.47M | 0.74% | 45 |
|