Omega Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Omega Financial Group, LLC
- $247 Million
- Q2 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 156,409 shares of SCHM stock, worth $13 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
156,409
Previous 161,977
3.44%
Holding current value
$13 Million
Previous $13.2 Million
7.7%
% of portfolio
4.93%
Previous 5.4%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio