Schwab 1000 Index Etf etf shares owned by Omega Financial Group
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group investment in Schwab 1000 Index Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab 1000 Index Etf etf held by Omega Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab 1000 Index Etf etf by Omega Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $304k | 5.5k | 55.29 |
2024-06-30 | $355k | 6.8k | 52.33 |
2024-03-31 | $345k | 6.8k | 50.67 |
2023-12-31 | $334k | 7.3k | 46.06 |
2023-09-30 | $368k | 8.9k | 41.30 |
2023-06-30 | $410k | 9.6k | 42.79 |
2023-03-31 | $378k | 9.5k | 39.55 |
2022-12-31 | $351k | 9.5k | 36.93 |
2022-09-30 | $334k | 9.7k | 34.61 |
2022-06-30 | $351k | 9.6k | 36.51 |
2022-03-31 | $422k | 9.6k | 44.05 |
2021-12-31 | $445k | 9.6k | 46.57 |
2021-09-30 | $410k | 9.6k | 42.60 |
2021-06-30 | $411k | 9.6k | 42.63 |
2021-03-31 | $379k | 9.6k | 39.41 |
2020-12-31 | $384k | 10k | 37.34 |
2020-09-30 | $369k | 11k | 32.96 |
2020-06-30 | $537k | 18k | 30.32 |
2020-03-31 | $505k | 20k | 25.05 |
2019-12-31 | $930k | 30k | 31.58 |
2019-09-30 | $871k | 30k | 29.15 |
2019-06-30 | $891k | 31k | 28.88 |
2019-03-31 | $933k | 34k | 27.84 |
2018-12-31 | $943k | 39k | 24.51 |