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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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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. 268 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.
  • 268 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.