Schwab Strategic Tr us aggregate b shares owned by Omega Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Omega Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 66k | 46.00 |
| 2023-12-31 | $3.0M | 64k | 46.62 |
| 2023-09-30 | $3.3M | 74k | 44.23 |
| 2023-06-30 | $3.4M | 74k | 46.16 |
| 2023-03-31 | $3.4M | 73k | 46.91 |
| 2022-12-31 | $3.2M | 70k | 45.65 |
| 2022-09-30 | $2.3M | 51k | 45.32 |
| 2022-06-30 | $2.9M | 60k | 47.87 |
| 2022-03-31 | $5.3M | 104k | 50.57 |
| 2021-12-31 | $5.7M | 105k | 53.90 |
| 2021-09-30 | $7.2M | 132k | 54.26 |
| 2021-06-30 | $8.6M | 157k | 54.60 |
| 2021-03-31 | $8.7M | 161k | 53.95 |
| 2020-12-31 | $8.6M | 154k | 56.03 |
| 2020-09-30 | $8.3M | 148k | 56.08 |
| 2020-06-30 | $8.1M | 144k | 56.24 |
| 2020-03-31 | $8.1M | 149k | 54.27 |
| 2019-12-31 | $8.1M | 152k | 53.43 |
| 2019-09-30 | $8.0M | 148k | 53.85 |
| 2019-06-30 | $7.7M | 145k | 53.00 |
| 2019-03-31 | $7.2M | 139k | 51.88 |
| 2018-12-31 | $6.2M | 123k | 50.59 |
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