OFG
SCHX icon

Omega Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Omega Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.83M Sell
198,182
-108
-0.1% -$3.08K 1.77% 19
2026
Q1 		$5.08M Sell
198,290
-14,359
-7% -$385K 1.65% 19
2025
Q4 		$5.72M Sell
212,649
-14,338
-6% -$383K 1.88% 18
2025
Q3 		$5.98M Sell
226,987
-2,399
-1% -$60.9K 1.98% 17
2025
Q2 		$5.61M Sell
229,386
-7,153
-3% -$162K 1.99% 17
2025
Q1 		$5.22M Sell
236,539
-5,109
-2% -$119K 2% 17
2024
Q4 		$5.6M Sell
241,648
-5,561
-2% -$130K 2.12% 18
2024
Q3 		$5.59M Sell
247,209
-26,970
-10% -$588K 2.12% 17
2024
Q2 		$5.87M Sell
274,179
-15,390
-5% -$318K 2.38% 17
2024
Q1 		$5.99M Buy
289,569
+7,644
+3% +$150K 2.45% 16
2023
Q4 		$5.3M Sell
281,925
-11,409
-4% -$200K 2.27% 18
2023
Q3 		$4.95M Sell
293,334
-6,144
-2% -$108K 2.42% 16
2023
Q2 		$5.23M Buy
299,478
+2,019
+0.7% +$33.3K 2.39% 16
2023
Q1 		$4.8M Sell
297,459
-2,877
-1% -$45.3K 2.21% 18
2022
Q4 		$4.52M Buy
300,336
+6,585
+2% +$99.7K 2.33% 17
2022
Q3 		$4.15M Sell
293,751
-8,712
-3% -$137K 2.14% 20
2022
Q2 		$4.5M Sell
302,463
-1,521
-0.5% -$24.6K 2.17% 18
2022
Q1 		$5.46M Buy
303,984
+10,542
+4% +$187K 2.36% 17
2021
Q4 		$5.57M Sell
293,442
-30,432
-9% -$562K 2.47% 17
2021
Q3 		$5.62M Sell
323,874
-56,214
-15% -$1M 2.68% 15
2021
Q2 		$6.59M Sell
380,088
-51,444
-12% -$868K 3.18% 10
2021
Q1 		$6.91M Buy
431,532
+5,652
+1% +$88.5K 3.51% 8
2020
Q4 		$6.46M Sell
425,880
-6,984
-2% -$99.9K 3.49% 6
2020
Q3 		$5.82M Sell
432,864
-18,600
-4% -$247K 3.54% 7
2020
Q2 		$5.58M Sell
451,464
-16,248
-3% -$189K 3.59% 7
2020
Q1 		$4.78M Sell
467,712
-158,142
-25% -$1.92M 3.62% 7
2019
Q4 		$8.01M Buy
625,854
+17,556
+3% +$215K 5.26% 4
2019
Q3 		$7.19M Buy
608,298
+69,468
+13% +$819K 5.04% 6
2019
Q2 		$6.3M Buy
538,830
+26,562
+5% +$305K 4.66% 6
2019
Q1 		$5.77M Sell
512,268
-24,744
-5% -$268K 4.26% 6
2018
Q4 		$5.34M Buy
+537,012
New +$5.76M 4.72% 6

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Omega Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.05% in Q2 2026, selling an estimated $3.08K and leaving 198,182 shares worth $5.83M. The position accounts for 1.77% of the portfolio, ranked #19.

Omega Financial Group first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.01M in Q4 2019. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Omega Financial Group held 198,182 shares of Schwab US Large- Cap ETF worth $5.83M as of Q2 2026.
  • Omega Financial Group sold 108 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.08K.
  • Schwab US Large- Cap ETF made up 1.77% of Omega Financial Group's portfolio in Q2 2026, its #19 holding.
  • Omega Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Omega Financial Group's Schwab US Large- Cap ETF position peaked at $8.01M in Q4 2019.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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