Skip to content
Disclosery

Omega Financial Group, LLC: SCHM position timeline

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

Omega Financial Group, LLC held 341,565 SCHM 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 341,565 shares
    Change vs previous 13F -6,769 shares

    3.83% of the 13F portfolio, value $12,593,515.

    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 348,334 shares
    Change vs previous 13F -16,669 shares

    3.56% of the 13F portfolio, value $10,784,421.

    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 365,003 shares
    Change vs previous 13F -3,519 shares

    3.65% of the 13F portfolio, value $10,975,655.

    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 368,522 shares
    Change vs previous 13F -3,426 shares

    3.67% of the 13F portfolio, value $10,923,020.

    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 371,948 shares
    Change vs previous 13F -17,631 shares

    3.76% of the 13F portfolio, value $10,433,145.

    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 389,579 shares
    Change vs previous 13F -17,006 shares

    3.92% of the 13F portfolio, value $10,206,959.

    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 406,585 shares
    Change vs previous 13F +260,162 shares

    4.26% of the 13F portfolio, value $11,266,466.

    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 146,423 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $12,166,270.

    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).