Omega Financial Group, LLC SCHM Holdings History
Omega Financial Group, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 389,579.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $10.21 Mil. This investment constitutes 3.92% of their stock portfolio, and Omega Financial Group, LLC now holds 0.09% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 8 purchases of SCHM, at an average price of $40.35, for a total of 497,226.00 shares. In addition, there have been 17 sales at an average price of $64.36 for 107,647.00 shares. Based on historical transaction data and SCHM's current price of $28.72, Omega Financial Group, LLC's estimated gain on his SCHM holdings is $-1.95 Mil, reflecting a -9.70% gain to date.
Omega Financial Group, LLC SCHM ($28.72) Holding Chart
Omega Financial Group, LLC SCHM ($28.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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