SCHG β€” SCHWAB STRATEGIC TR

Ownership history in Alpha Omega Group, Inc.  Β·  14 quarters on record

AI Ownership Summary

Alpha Omega Group, Inc. reported SCHWAB STRATEGIC TR (SCHG) in 14 quarterly 13F filings from 2024 Q1 through 2025 Q1. Peak portfolio weight reached 14.77% in 2024 Q2. The latest visible filing shows SCHG at 12.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alpha Omega Group, Inc.'s position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

SCHG was reported at 12.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.77% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alpha Omega Group, Inc. held SCHG β€” position size vs. price
% of Fund (quarterly)    SCHG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 433,249 +25,856 +6.3% 12.90% $10.8M 2025-05-15 (Est.) $27.41
2024 Q4 ADDED 407,393 +404,346 +13270.3% 13.38% $11.4M 2025-02-07 $28.27
2024 Q3 REDUCED 3,047 -112,857 -97.4% 0.44% $317K 2024-11-12 $27.62
2024 Q2 ADDED 115,904 +45,352 +64.3% 14.77% $11.7M 2024-08-05 $22.99
2024 Q1 REDUCED 70,552 -59,682 -45.8% 9.16% $6.5M 2024-05-09 $23.01
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Alpha Omega Group, Inc. and SCHG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alpha Omega Group, Inc. reported owning SCHG?

Alpha Omega Group, Inc. reported SCHG across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q1.

What was the largest reported SCHG position in Alpha Omega Group, Inc.'s portfolio?

The largest reported portfolio weight for SCHG was 14.77% in 2024 Q2.

What is the latest reported SCHG position on this page?

The most recent filing on this page is 2025 Q1, when Alpha Omega Group, Inc. reported 433,249 shares, equal to 12.90% of portfolio, with an estimated market value of $10.8M.

What does the chart on this SCHG ownership page compare?

The chart compares Alpha Omega Group, Inc.'s quarterly SCHG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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