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Disclosery

Omega Financial Group, LLC: SCHX position timeline

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

Omega Financial Group, LLC held 198,182 SCHX 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 198,182 shares
    Change vs previous 13F -108 shares

    1.77% of the 13F portfolio, value $5,832,494.

    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 198,290 shares
    Change vs previous 13F -14,359 shares

    1.68% of the 13F portfolio, value $5,084,167.

    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 212,649 shares
    Change vs previous 13F -14,338 shares

    1.9% of the 13F portfolio, value $5,722,385.

    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 226,987 shares
    Change vs previous 13F -2,399 shares

    2.01% of the 13F portfolio, value $5,978,843.

    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 229,386 shares
    Change vs previous 13F -7,153 shares

    2.02% of the 13F portfolio, value $5,606,206.

    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 236,539 shares
    Change vs previous 13F -5,109 shares

    2% of the 13F portfolio, value $5,222,789.

    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 241,648 shares
    Change vs previous 13F +159,245 shares

    2.12% of the 13F portfolio, value $5,601,397.

    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 82,403 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $5,591,013.

    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).