Omega Financial Group’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$322K	Buy	8,934 +19	+0.2%	+$664	0.1%	74
2026 Q1	$279K	Buy	8,915 +21	+0.2%	+$688	0.09%	82
2025 Q4	$292K	Buy	8,894 +22	+0.2%	+$716	0.1%	85
2025 Q3	$285K	Buy	8,872 +21	+0.2%	+$650	0.09%	88
2025 Q2	$264K	Buy	8,851 +20	+0.2%	+$551	0.09%	86
2025 Q1	$238K	Buy	8,831 +22	+0.2%	+$625	0.09%	75
2024 Q4	$249K	Sell	8,809 -2,197	-20%	-$62.5K	0.09%	77
2024 Q3	$304K	Sell	11,006 -2,554	-19%	-$68K	0.12%	71
2024 Q2	$355K	Sell	13,560 -62	-0.5%	-$1.57K	0.14%	71
2024 Q1	$345K	Sell	13,622 -882	-6%	-$21.2K	0.14%	68
2023 Q4	$334K	Sell	14,504 -3,318	-19%	-$71.3K	0.14%	69
2023 Q3	$368K	Sell	17,822 -1,334	-7%	-$28.7K	0.18%	65
2023 Q2	$410K	Buy	19,156 +64	+0.3%	+$1.29K	0.19%	64
2023 Q1	$378K	Buy	19,092 +66	+0.3%	+$1.27K	0.17%	67
2022 Q4	$351K	Sell	19,026 -274	-1%	-$5.09K	0.18%	66
2022 Q3	$334K	Buy	19,300 +72	+0.4%	+$1.39K	0.17%	65
2022 Q2	$351K	Buy	19,228 +66	+0.3%	+$1.31K	0.17%	66
2022 Q1	$422K	Buy	19,162 +50	+0.3%	+$1.08K	0.18%	54
2021 Q4	$445K	Sell	19,112 -138	-0.7%	-$3.13K	0.2%	49
2021 Q3	$410K	Sell	19,250 -32	-0.2%	-$701	0.2%	49
2021 Q2	$411K	Buy	19,282 +50	+0.3%	+$1.04K	0.2%	47
2021 Q1	$379K	Sell	19,232 -1,334	-6%	-$25.8K	0.19%	48
2020 Q4	$384K	Sell	20,566 -1,824	-8%	-$32.1K	0.21%	48
2020 Q3	$369K	Sell	22,390 -13,028	-37%	-$213K	0.22%	49
2020 Q2	$537K	Sell	35,418 -4,902	-12%	-$70.2K	0.35%	44
2020 Q1	$505K	Sell	40,320 -18,584	-32%	-$278K	0.38%	42
2019 Q4	$930K	Sell	58,904 -850	-1%	-$12.9K	0.61%	42
2019 Q3	$871K	Sell	59,754 -1,950	-3%	-$28.4K	0.61%	40
2019 Q2	$891K	Sell	61,704 -5,314	-8%	-$75.4K	0.66%	40
2019 Q1	$933K	Sell	67,018 -9,916	-13%	-$133K	0.69%	41
2018 Q4	$943K	Buy	+76,934	New	+$1.02M	0.83%	33

Other funds holding SCHK

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

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

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

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

Omega Financial Group increased its Schwab 1000 Index ETF (SCHK) stake by 0.21% in Q2 2026, buying an estimated $664 and bringing the position to 8,934 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #74.

Omega Financial Group first reported a position in SCHK in Q4 2018 and has held it in 31 quarters since. The position peaked at $943K in Q4 2018. 112 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Omega Financial Group held 8,934 shares of Schwab 1000 Index ETF worth $322K as of Q2 2026.
Omega Financial Group bought 19 Schwab 1000 Index ETF shares in Q2 2026, an estimated $664.
Schwab 1000 Index ETF made up 0.1% of Omega Financial Group's portfolio in Q2 2026, its #74 holding.
Omega Financial Group first reported a position in Schwab 1000 Index ETF in Q4 2018 and has held it in 31 quarters since.
Omega Financial Group's Schwab 1000 Index ETF position peaked at $943K in Q4 2018.
112 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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