Number of Shares
107,762.00
Current Holdings Value*
$2.13 Mil
% of Portfolio
0.82%
Total Estimate Gain
$-89,538.61
% of Total Estimate Gain
-1.62%

Omega Financial Group, LLC's Schwab International Equity ETF Holding Summary

As of 2025-03-31, Omega Financial Group, LLC held 107,762.00 shares of Schwab International Equity ETF(SCHF), totaling $2.13 Mil. This investment constitutes 0.82% of their stock portfolio, and Omega Financial Group, LLC now holds 0% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 7 purchases of SCHF, at an average price of $27.50, for a total of 200,952.00 shares. In addition, there have been 18 sales at an average price of $32.98 for 93,190.00 shares. Based on historical transaction data and SCHF's current price of $21.94, Omega Financial Group, LLC's estimated gain on his SCHF holdings is $-89,538.61, reflecting a -1.62% gain to date.

Omega Financial Group, LLC SCHF ($21.94) Holding Chart

Omega Financial Group, LLC SCHF ($21.94) 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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