Omega Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Omega Financial Group, LLC
- $247 Million
- Q2 2024
A detailed history of Omega Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Omega Financial Group, LLC holds 4,637 shares of SCHD stock, worth $382,413. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,637
Previous 4,682
0.96%
Holding current value
$382,413
Previous $377,000
4.51%
% of portfolio
0.15%
Previous 0.15%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,635Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$894 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$802 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$754 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$737 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$641 Million5.64% of portfolio