Skip to content
Disclosery

Omega Financial Group, LLC: SCHE position timeline

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

Omega Financial Group, LLC held 98,889 SCHE 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 98,889 shares
    Change vs previous 13F +358 shares

    1.09% of the 13F portfolio, value $3,585,699.

    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 98,531 shares
    Change vs previous 13F -3,674 shares

    1.07% of the 13F portfolio, value $3,246,591.

    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 102,205 shares
    Change vs previous 13F +499 shares

    1.11% of the 13F portfolio, value $3,347,241.

    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 101,706 shares
    Change vs previous 13F +1,119 shares

    1.14% of the 13F portfolio, value $3,393,942.

    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 100,587 shares
    Change vs previous 13F -410 shares

    1.09% of the 13F portfolio, value $3,031,690.

    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 100,997 shares
    Change vs previous 13F -7,690 shares

    1.07% of the 13F portfolio, value $2,784,478.

    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 108,687 shares
    Change vs previous 13F -2,377 shares

    1.1% of the 13F portfolio, value $2,894,324.

    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 111,064 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,240,834.

    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).