Omega Financial Group’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.86M	Sell	103,161 -478	-0.5%	-$12.9K	0.87%	28
2026 Q1	$2.57M	Sell	103,639 -2,151	-2%	-$54.7K	0.83%	31
2025 Q4	$2.54M	Sell	105,790 -1,630	-2%	-$38.7K	0.84%	31
2025 Q3	$2.5M	Sell	107,420 -3,714	-3%	-$83.9K	0.83%	32
2025 Q2	$2.46M	Buy	111,134 +3,372	+3%	+$70.2K	0.87%	31
2025 Q1	$2.13M	Sell	107,762 -15,339	-12%	-$301K	0.82%	31
2024 Q4	$2.28M	Sell	123,101 -1,487	-1%	-$29K	0.86%	30
2024 Q3	$2.56M	Sell	124,588 -2,978	-2%	-$58.9K	0.97%	30
2024 Q2	$2.45M	Sell	127,566 -2,258	-2%	-$43.7K	0.99%	31
2024 Q1	$2.53M	Sell	129,824 -1,544	-1%	-$28.9K	1.04%	32
2023 Q4	$2.43M	Sell	131,368 -2,106	-2%	-$36.5K	1.04%	32
2023 Q3	$2.27M	Sell	133,474 -3,742	-3%	-$66.1K	1.11%	31
2023 Q2	$2.45M	Buy	137,216 +4,506	+3%	+$80K	1.12%	31
2023 Q1	$2.31M	Sell	132,710 -20	-0%	-$342	1.07%	31
2022 Q4	$2.14M	Buy	132,730 +7,238	+6%	+$113K	1.1%	31
2022 Q3	$1.76M	Sell	125,492 -10,772	-8%	-$169K	0.91%	32
2022 Q2	$2.14M	Sell	136,264 -2,862	-2%	-$48.7K	1.03%	32
2022 Q1	$2.55M	Sell	139,126 -8,002	-5%	-$149K	1.11%	29
2021 Q4	$2.86M	Sell	147,128 -18,666	-11%	-$366K	1.27%	28
2021 Q3	$3.21M	Sell	165,794 -32,934	-17%	-$655K	1.53%	27
2021 Q2	$3.92M	Sell	198,728 -17,802	-8%	-$352K	1.89%	22
2021 Q1	$4.07M	Buy	216,530 +11,898	+6%	+$222K	2.07%	19
2020 Q4	$3.68M	Sell	204,632 -3,920	-2%	-$66.1K	1.99%	19
2020 Q3	$3.27M	Sell	208,552 -18,500	-8%	-$291K	1.99%	19
2020 Q2	$3.38M	Sell	227,052 -836	-0.4%	-$11.8K	2.17%	19
2020 Q1	$2.94M	Sell	227,888 -4,040	-2%	-$62.1K	2.23%	18
2019 Q4	$3.9M	Buy	231,928 +2,774	+1%	+$45.7K	2.56%	11
2019 Q3	$3.65M	Buy	229,154 +8,614	+4%	+$135K	2.56%	11
2019 Q2	$3.54M	Buy	220,540 +9,590	+5%	+$152K	2.61%	12
2019 Q1	$3.3M	Sell	210,950 -24,720	-10%	-$377K	2.43%	13
2018 Q4	$3.34M	Buy	+235,670	New	+$3.61M	2.95%	10

Other funds holding SCHF

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

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

GAM

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

Omega Financial Group reduced its Schwab International Equity ETF (SCHF) stake by 0.46% in Q2 2026, selling an estimated $12.9K and leaving 103,161 shares worth $2.86M. The position accounts for 0.87% of the portfolio, ranked #28.

Omega Financial Group first reported a position in SCHF in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.07M in Q1 2021. 886 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Omega Financial Group held 103,161 shares of Schwab International Equity ETF worth $2.86M as of Q2 2026.
Omega Financial Group sold 478 Schwab International Equity ETF shares in Q2 2026, an estimated $12.9K.
Schwab International Equity ETF made up 0.87% of Omega Financial Group's portfolio in Q2 2026, its #28 holding.
Omega Financial Group first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 31 quarters since.
Omega Financial Group's Schwab International Equity ETF position peaked at $4.07M in Q1 2021.
886 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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