Skip to content
Disclosery

Alpha Omega Wealth Management LLC: SCHM position timeline

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

Alpha Omega Wealth Management LLC held 139,747 SCHM 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 139,747 shares
    Change vs previous 13F -1,361 shares

    0.78% of the 13F portfolio, value $5,152,463.

    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 141,108 shares
    Change vs previous 13F -1,232 shares

    0.71% of the 13F portfolio, value $4,368,706.

    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 142,340 shares
    Change vs previous 13F +499 shares

    0.71% of the 13F portfolio, value $4,280,156.

    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 141,841 shares
    Change vs previous 13F -2,622 shares

    0.7% of the 13F portfolio, value $4,204,169.

    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 144,463 shares
    Change vs previous 13F +482 shares

    0.73% of the 13F portfolio, value $4,052,180.

    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 143,981 shares
    Change vs previous 13F +4,282 shares

    0.72% of the 13F portfolio, value $3,772,313.

    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 139,699 shares
    Change vs previous 13F +92,928 shares

    0.73% of the 13F portfolio, value $3,871,055.

    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 46,771 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,886,197.

    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).