Schwab U S Small Cap ETF shares owned by Omega Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Omega Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 28k | 49.24 |
| 2023-12-31 | $1.4M | 29k | 47.24 |
| 2023-09-30 | $1.3M | 32k | 41.42 |
| 2023-06-30 | $1.5M | 35k | 43.80 |
| 2023-03-31 | $1.4M | 34k | 41.93 |
| 2022-12-31 | $1.4M | 34k | 40.51 |
| 2022-09-30 | $1.1M | 29k | 37.82 |
| 2022-06-30 | $1.3M | 32k | 38.99 |
| 2022-03-31 | $1.7M | 36k | 47.35 |
| 2021-12-31 | $2.2M | 21k | 102.41 |
| 2021-09-30 | $2.8M | 28k | 100.10 |
| 2021-06-30 | $4.1M | 39k | 104.17 |
| 2021-03-31 | $4.7M | 47k | 99.68 |
| 2020-12-31 | $4.3M | 49k | 89.01 |
| 2020-09-30 | $3.6M | 53k | 68.32 |
| 2020-06-30 | $3.8M | 59k | 65.33 |
| 2020-03-31 | $3.2M | 61k | 51.53 |
| 2019-12-31 | $4.9M | 65k | 75.64 |
| 2019-09-30 | $4.5M | 64k | 69.73 |
| 2019-06-30 | $4.5M | 62k | 71.49 |
| 2019-03-31 | $4.1M | 59k | 69.93 |
| 2018-12-31 | $3.7M | 61k | 60.69 |