Omega Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Omega Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Buy	39,600 +1,105	+3%	+$36.5K	0.44%	42
2026 Q1	$1.12M	Sell	38,495 -2,396	-6%	-$71.8K	0.36%	47
2025 Q4	$1.16M	Sell	40,891 -1,886	-4%	-$53.3K	0.38%	46
2025 Q3	$1.19M	Sell	42,777 -1,268	-3%	-$33.9K	0.4%	46
2025 Q2	$1.11M	Sell	44,045 -606	-1%	-$14.3K	0.4%	44
2025 Q1	$1.05M	Sell	44,651 -4,830	-10%	-$123K	0.4%	46
2024 Q4	$1.28M	Sell	49,481 -619	-1%	-$16.5K	0.48%	42
2024 Q3	$1.29M	Sell	50,100 -5,652	-10%	-$140K	0.49%	42
2024 Q2	$1.32M	Sell	55,752 -80	-0.1%	-$1.9K	0.54%	43
2024 Q1	$1.37M	Sell	55,832 -2,140	-4%	-$50.1K	0.56%	42
2023 Q4	$1.37M	Sell	57,972 -5,816	-9%	-$123K	0.59%	41
2023 Q3	$1.32M	Sell	63,788 -6,366	-9%	-$140K	0.65%	40
2023 Q2	$1.54M	Buy	70,154 +2,584	+4%	+$53.9K	0.7%	38
2023 Q1	$1.42M	Sell	67,570 -510	-0.7%	-$11K	0.65%	39
2022 Q4	$1.38M	Buy	68,080 +10,434	+18%	+$214K	0.71%	39
2022 Q3	$1.09M	Sell	57,646 -7,194	-11%	-$150K	0.56%	40
2022 Q2	$1.26M	Sell	64,840 -7,472	-10%	-$160K	0.61%	39
2022 Q1	$1.71M	Sell	72,312 -12,484	-15%	-$295K	0.74%	34
2021 Q4	$2.17M	Sell	84,796 -26,532	-24%	-$686K	0.96%	31
2021 Q3	$2.79M	Sell	111,328 -44,572	-29%	-$1.13M	1.33%	29
2021 Q2	$4.06M	Sell	155,900 -33,588	-18%	-$859K	1.96%	20
2021 Q1	$4.72M	Sell	189,488 -5,556	-3%	-$137K	2.4%	16
2020 Q4	$4.34M	Sell	195,044 -15,896	-8%	-$316K	2.34%	17
2020 Q3	$3.6M	Sell	210,940 -24,104	-10%	-$415K	2.19%	17
2020 Q2	$3.84M	Sell	235,044 -9,640	-4%	-$144K	2.47%	15
2020 Q1	$3.15M	Sell	244,684 -13,960	-5%	-$237K	2.39%	16
2019 Q4	$4.89M	Buy	258,644 +2,908	+1%	+$52.6K	3.21%	10
2019 Q3	$4.46M	Buy	255,736 +6,516	+3%	+$115K	3.13%	9
2019 Q2	$4.45M	Buy	249,220 +12,976	+5%	+$229K	3.29%	9
2019 Q1	$4.13M	Sell	236,244 -7,628	-3%	-$131K	3.05%	9
2018 Q4	$3.7M	Buy	+243,872	New	+$4.12M	3.27%	9

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Omega Financial Group's SCHA Position: Q2 2026 in Review

Omega Financial Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.9% in Q2 2026, buying an estimated $36.5K and bringing the position to 39,600 shares worth $1.43M. The position accounts for 0.44% of the portfolio, ranked #42.

Omega Financial Group first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.89M in Q4 2019. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Omega Financial Group held 39,600 shares of Schwab U.S Small- Cap ETF worth $1.43M as of Q2 2026.
Omega Financial Group bought 1,105 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $36.5K.
Schwab U.S Small- Cap ETF made up 0.44% of Omega Financial Group's portfolio in Q2 2026, its #42 holding.
Omega Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
Omega Financial Group's Schwab U.S Small- Cap ETF position peaked at $4.89M in Q4 2019.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.