Omega Financial Group »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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