Omega Financial Group, LLC: SCHH position timeline

Omega Financial Group, LLC held 178,953 SCHH 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 178,953 shares

   Change vs previous 13F -1,216 shares

   1.29% of the 13F portfolio, value $4,237,613.

   13F-HR 0001172661-26-002715 filed by Omega Financial Group, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 180,169 shares

   Change vs previous 13F -12,939 shares

   1.28% of the 13F portfolio, value $3,871,822.

   13F-HR 0001172661-26-001713 filed by Omega Financial Group, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 193,108 shares

   Change vs previous 13F -5,106 shares

   1.34% of the 13F portfolio, value $4,034,044.

   13F-HR 0001172661-26-000355 filed by Omega Financial Group, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 198,214 shares

   Change vs previous 13F -765 shares

   1.44% of the 13F portfolio, value $4,275,482.

   13F-HR 0001172661-25-004706 filed by Omega Financial Group, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 198,979 shares

   Change vs previous 13F -6,769 shares

   1.52% of the 13F portfolio, value $4,210,398.

   13F-HR 0001172661-25-002965 filed by Omega Financial Group, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 205,748 shares

   Change vs previous 13F -6,784 shares

   1.7% of the 13F portfolio, value $4,425,634.

   13F-HR 0001172661-25-001550 filed by Omega Financial Group, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 212,532 shares

   Change vs previous 13F -22,867 shares

   1.69% of the 13F portfolio, value $4,475,929.

   13F-HR 0001085146-25-000204 filed by Omega Financial Group, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 235,399 shares

   Change vs previous 13F not available

   2.07% of the 13F portfolio, value $5,454,205.

   13F-HR 0001085146-24-004661 filed by Omega Financial Group, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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