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Disclosery

Omega Financial Group, LLC: SCHZ position timeline

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

Omega Financial Group, LLC held 115,868 SCHZ 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 115,868 shares
    Change vs previous 13F +1,733 shares

    0.82% of the 13F portfolio, value $2,680,025.

    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 114,135 shares
    Change vs previous 13F +6,489 shares

    0.87% of the 13F portfolio, value $2,650,222.

    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 107,646 shares
    Change vs previous 13F +967 shares

    0.84% of the 13F portfolio, value $2,515,689.

    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 106,679 shares
    Change vs previous 13F +891 shares

    0.84% of the 13F portfolio, value $2,503,772.

    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 105,788 shares
    Change vs previous 13F +7,734 shares

    0.89% of the 13F portfolio, value $2,458,524.

    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 98,054 shares
    Change vs previous 13F +257 shares

    0.87% of the 13F portfolio, value $2,270,934.

    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 97,797 shares
    Change vs previous 13F +41,067 shares

    0.84% of the 13F portfolio, value $2,219,988.

    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 56,730 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,695,814.

    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).