Omega Financial Group, LLC Schwab Strategic Tr 1000 Index Transaction History
Omega Financial Group, LLC
- $263 Million
- Q3 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 5,503 shares of SCHK stock, worth $154,689. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,503
Previous 6,780
18.83%
Holding current value
$154,689
Previous $354,000
14.12%
% of portfolio
0.12%
Previous 0.14%
Shares
24 transactions
Others Institutions Holding SCHK
# of Institutions
173Shares Held
34.6MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$679 Million2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$103 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$52.7 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.7 Million5.84% of portfolio
-
Waddell & Associates, LLC950KShares$26.7 Million6.58% of portfolio