Omega Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Omega Financial Group, LLC
- $264 Million
- Q4 2024
A detailed history of Omega Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Omega Financial Group, LLC holds 406,585 shares of SCHM stock, worth $11.8 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
406,585
Previous 146,423
177.68%
Holding current value
$11.8 Million
Previous $12.2 Million
7.4%
% of portfolio
4.26%
Previous 4.62%
Shares
25 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
149MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio