Omega Financial Group, LLC Schwab Strategic Tr Us Large C Transaction History

Omega Financial Group, LLC

  • $244 Million
  • Q1 2024

A detailed history of Omega Financial Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Omega Financial Group, LLC holds 96,523 shares of SCHX stock, worth $6.33 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
96,523
Previous 93,975 2.71%
Holding current value
$6.33 Million
Previous $5.3 Million 13.02%
% of portfolio
2.45%
Previous 2.27%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$55.41 - $62.08 $141,184 - $158,179
2,548 Added 2.71%
96,523 $5.99 Million
Q4 2023

Jan 10, 2024
SELL
$48.47 - $56.6 $184,331 - $215,249
-3,803 Reduced 3.89%
93,975 $5.3 Million
Q3 2023

Oct 10, 2023
SELL
$50.36 - $54.21 $103,137 - $111,022
-2,048 Reduced 2.05%
97,778 $4.95 Million
Q2 2023

Jul 11, 2023
BUY
$47.67 - $52.37 $32,081 - $35,245
673 Added 0.68%
99,826 $5.23 Million
Q1 2023

Apr 07, 2023
SELL
$44.78 - $49.41 $42,944 - $47,384
-959 Reduced 0.96%
99,153 $4.8 Million
Q4 2022

Feb 09, 2023
BUY
$44.01 - $48.16 $96,601 - $105,711
2,195 Added 2.24%
100,112 $4.52 Million
Q3 2022

Oct 14, 2022
SELL
N/A
-2,904 Reduced 2.88%
97,917 $4.15 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-507 Reduced 0.5%
100,821 $4.5 Million
Q1 2022

Apr 25, 2022
BUY
N/A
52,421 Added 107.19%
101,328 $5.46 Million
Q4 2021

Jan 24, 2022
SELL
N/A
-5,072 Reduced 9.4%
48,907 $5.57 Million
Q3 2021

Oct 13, 2021
SELL
N/A
-9,369 Reduced 14.79%
53,979 $5.62 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-8,574 Reduced 11.92%
63,348 $6.59 Million
Q1 2021

Apr 19, 2021
BUY
N/A
942 Added 1.33%
71,922 $6.91 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-1,164 Reduced 1.61%
70,980 $6.46 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-3,100 Reduced 4.12%
72,144 $5.82 Million
Q2 2020

Jul 09, 2020
SELL
N/A
-2,708 Reduced 3.47%
75,244 $5.58 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-26,357 Reduced 25.27%
77,952 $4.78 Million
Q4 2019

Jan 13, 2020
BUY
N/A
2,926 Added 2.89%
104,309 $8.01 Million
Q3 2019

Oct 22, 2019
BUY
N/A
11,578 Added 12.89%
101,383 $7.19 Million
Q2 2019

Aug 02, 2019
BUY
N/A
4,427 Added 5.19%
89,805 $6.3 Million
Q1 2019

May 10, 2019
SELL
N/A
-4,124 Reduced 4.61%
85,378 $5.77 Million
Q4 2018

Feb 14, 2019
BUY
N/A
89,502 New
89,502 $5.34 Million

Others Institutions Holding SCHX

# of Institutions
1,261
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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