Omega Financial Group, LLC Schwab Strategic U.S. Reit ETF Transaction History
Omega Financial Group, LLC
- $263 Million
- Q3 2024
A detailed history of Omega Financial Group, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Omega Financial Group, LLC holds 235,399 shares of SCHH stock, worth $5.36 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
235,399
Previous 268,185
12.23%
Holding current value
$5.36 Million
Previous $5.36 Million
1.85%
% of portfolio
2.07%
Previous 2.17%
Shares
24 transactions
Others Institutions Holding SCHH
# of Institutions
514Shares Held
255MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.93 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.2 Billion2.35% of portfolio
-
Us Bancorp \De\27.3MShares$621 Million0.75% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$585 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$176 Million0.15% of portfolio