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Omega Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Omega Financial Group’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.59M Buy
98,889
+358
+0.4% +$12.8K 1.09% 26
2026
Q1 		$3.25M Sell
98,531
-3,674
-4% -$125K 1.06% 28
2025
Q4 		$3.35M Buy
102,205
+499
+0.5% +$16.6K 1.1% 27
2025
Q3 		$3.39M Buy
101,706
+1,119
+1% +$35.3K 1.12% 26
2025
Q2 		$3.03M Sell
100,587
-410
-0.4% -$11.6K 1.08% 26
2025
Q1 		$2.78M Sell
100,997
-7,690
-7% -$210K 1.07% 28
2024
Q4 		$2.89M Sell
108,687
-2,377
-2% -$67.1K 1.1% 28
2024
Q3 		$3.24M Sell
111,064
-11,529
-9% -$312K 1.23% 25
2024
Q2 		$3.26M Sell
122,593
-6,551
-5% -$171K 1.32% 25
2024
Q1 		$3.26M Buy
129,144
+4,191
+3% +$103K 1.33% 26
2023
Q4 		$3.1M Buy
124,953
+12,161
+11% +$292K 1.33% 26
2023
Q3 		$2.7M Sell
112,792
-2,150
-2% -$53.2K 1.32% 29
2023
Q2 		$2.83M Sell
114,942
-1,009
-0.9% -$24.7K 1.3% 28
2023
Q1 		$2.84M Sell
115,951
-2,036
-2% -$50.4K 1.31% 28
2022
Q4 		$2.79M Sell
117,987
-10,523
-8% -$245K 1.44% 25
2022
Q3 		$2.88M Sell
128,510
-5,133
-4% -$127K 1.49% 25
2022
Q2 		$3.39M Sell
133,643
-1,350
-1% -$35.3K 1.64% 22
2022
Q1 		$3.75M Buy
134,993
+6,924
+5% +$200K 1.62% 25
2021
Q4 		$3.79M Sell
128,069
-1,788
-1% -$54.6K 1.68% 25
2021
Q3 		$3.96M Sell
129,857
-13,793
-10% -$431K 1.89% 22
2021
Q2 		$4.72M Sell
143,650
-14,904
-9% -$483K 2.28% 16
2021
Q1 		$5.04M Buy
158,554
+8,267
+6% +$269K 2.56% 13
2020
Q4 		$4.61M Sell
150,287
-190
-0.1% -$5.51K 2.49% 14
2020
Q3 		$4.03M Sell
150,477
-4,648
-3% -$124K 2.45% 15
2020
Q2 		$3.78M Buy
155,125
+2,059
+1% +$46.8K 2.43% 16
2020
Q1 		$3.17M Sell
153,066
-26,581
-15% -$665K 2.4% 15
2019
Q4 		$4.92M Buy
179,647
+7,714
+4% +$203K 3.23% 9
2019
Q3 		$4.32M Buy
171,933
+23,956
+16% +$610K 3.03% 10
2019
Q2 		$3.88M Buy
147,977
+12,572
+9% +$326K 2.87% 10
2019
Q1 		$3.52M Sell
135,405
-4,466
-3% -$113K 2.6% 11
2018
Q4 		$3.29M Buy
+139,871
New +$3.39M 2.9% 12

Other funds holding SCHE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Omega Financial Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.36% in Q2 2026, buying an estimated $12.8K and bringing the position to 98,889 shares worth $3.59M. The position accounts for 1.09% of the portfolio, ranked #26.

Omega Financial Group first reported a position in SCHE in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.04M in Q1 2021. 449 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • Omega Financial Group held 98,889 shares of Schwab Emerging Markets Equity ETF worth $3.59M as of Q2 2026.
  • Omega Financial Group bought 358 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $12.8K.
  • Schwab Emerging Markets Equity ETF made up 1.09% of Omega Financial Group's portfolio in Q2 2026, its #26 holding.
  • Omega Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and has held it in 31 quarters since.
  • Omega Financial Group's Schwab Emerging Markets Equity ETF position peaked at $5.04M in Q1 2021.
  • 449 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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