Omega Financial Group, LLC's ownership history for SCHD

Omega Financial Group, LLC currently holds 17.8K shares with a market value of $487.3K. It started holding SCHD on 2024-09-30. At its peak, it held 17.8K shares on 2025-09-30. Its highest holding value was $487.3K on 2025-09-30. At its lowest, it held 4.7K shares on 2024-09-30, with a value of $347.1K on 2024-12-31. In the recent 180 days, Omega Financial Group, LLC has increased its shares by 1.3K. In the recent year, Omega Financial Group, LLC has increased its shares by 13.1K.