Omega Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Omega Financial Group, LLC
- $247 Million
- Q2 2024
A detailed history of Omega Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Omega Financial Group, LLC holds 122,593 shares of SCHE stock, worth $3.25 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
122,593
Previous 129,144
5.07%
Holding current value
$3.25 Million
Previous $3.26 Million
0.12%
% of portfolio
1.32%
Previous 1.33%
Shares
23 transactions
Others Institutions Holding SCHE
# of Institutions
765Shares Held
236MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.26 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$619 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$528 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$323 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$155 Million0.24% of portfolio