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Disclosery

Omega Financial Group, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Omega Financial Group, LLC on SCHA, newest first. How the timeline and the estimate are built.

Omega Financial Group, LLC held 39,600 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,600 shares
    Change vs previous 13F +1,105 shares

    0.44% of the 13F portfolio, value $1,430,758.

    13F-HR 0001172661-26-002715 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,495 shares
    Change vs previous 13F -2,396 shares

    0.37% of the 13F portfolio, value $1,119,438.

    13F-HR 0001172661-26-001713 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,891 shares
    Change vs previous 13F -1,886 shares

    0.39% of the 13F portfolio, value $1,164,601.

    13F-HR 0001172661-26-000355 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,777 shares
    Change vs previous 13F -1,268 shares

    0.4% of the 13F portfolio, value $1,193,481.

    13F-HR 0001172661-25-004706 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,045 shares
    Change vs previous 13F -606 shares

    0.4% of the 13F portfolio, value $1,114,334.

    13F-HR 0001172661-25-002965 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,651 shares
    Change vs previous 13F -4,830 shares

    0.4% of the 13F portfolio, value $1,046,185.

    13F-HR 0001172661-25-001550 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,481 shares
    Change vs previous 13F +24,431 shares

    0.48% of the 13F portfolio, value $1,279,579.

    13F-HR 0001085146-25-000204 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,050 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,290,071.

    13F-HR 0001085146-24-004661 filed by Omega Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).