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Disclosery

Alpha Omega Wealth Management LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alpha Omega Wealth Management LLC on SCHD, newest first. How the timeline and the estimate are built.

Alpha Omega Wealth Management LLC held 184,517 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,517 shares
    Change vs previous 13F -2,176 shares

    0.89% of the 13F portfolio, value $5,851,021.

    13F-HR 0001665633-26-000003 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 186,693 shares
    Change vs previous 13F -8,571 shares

    0.93% of the 13F portfolio, value $5,727,740.

    13F-HR 0001665633-26-000002 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 195,264 shares
    Change vs previous 13F +2,005 shares

    0.89% of the 13F portfolio, value $5,356,090.

    13F-HR 0001665633-26-000001 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 193,259 shares
    Change vs previous 13F -4,546 shares

    0.88% of the 13F portfolio, value $5,275,971.

    13F-HR/A 0001665633-25-000011 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 197,805 shares
    Change vs previous 13F +3,348 shares

    0.94% of the 13F portfolio, value $5,241,821.

    13F-HR 0001665633-25-000004 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 194,457 shares
    Change vs previous 13F -3,042 shares

    1.04% of the 13F portfolio, value $5,437,024.

    13F-HR 0001665633-25-000002 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 197,499 shares
    Change vs previous 13F +129,149 shares

    1.02% of the 13F portfolio, value $5,395,676.

    13F-HR 0001665633-25-000001 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 68,350 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $5,777,664.

    13F-HR 0001665633-24-000008 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).