Omega Financial Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Omega Financial Group, LLC
- $264 Million
- Q4 2024
A detailed history of Omega Financial Group, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Omega Financial Group, LLC holds 8,809 shares of SCHK stock, worth $240,309. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,809
Previous 5,503
60.08%
Holding current value
$240,309
Previous $304,000
18.09%
% of portfolio
0.09%
Previous 0.12%
Shares
25 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.9MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.3 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$190 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$120 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$71.8 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$52.9 Million5.64% of portfolio