Back to SCHW-PJ
Omega Financial Group, LLC → SCHW-PJ
Omega Financial Group, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
50
Latest value
$533K
Q3 2026
Peak value
$12.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6M |
| Q3 2025 | $397K |
| Q3 2025 | $10.9M |
| Q3 2025 | $1.2M |
| Q3 2025 | $3.4M |
| Q3 2025 | $487K |
| Q3 2025 | $2.5M |
| Q3 2025 | $2.5M |
| Q3 2025 | $4.3M |
| Q3 2025 | $634K |
| Q4 2025 | $5.7M |
| Q4 2025 | $393K |
| Q4 2025 | $11M |
| Q4 2025 | $1.2M |
| Q4 2025 | $3.3M |
| Q4 2025 | $494K |
| Q4 2025 | $2.5M |
| Q4 2025 | $2.5M |
| Q4 2025 | $4M |
| Q4 2025 | $611K |
| Q1 2026 | $5.1M |
| Q1 2026 | $322K |
| Q1 2026 | $10.8M |
| Q1 2026 | $1.1M |
| Q1 2026 | $3.2M |
| Q1 2026 | $557K |
| Q1 2026 | $2.6M |
| Q1 2026 | $2.7M |
| Q1 2026 | $3.9M |
| Q1 2026 | $583K |
| Q2 2026 | $5.8M |
| Q2 2026 | $372K |
| Q2 2026 | $12.6M |
| Q2 2026 | $1.4M |
| Q2 2026 | $3.6M |
| Q2 2026 | $580K |
| Q2 2026 | $2.9M |
| Q2 2026 | $2.7M |
| Q2 2026 | $4.2M |
| Q2 2026 | $596K |
| Q3 2026 | $5.8M |
| Q3 2026 | $381K |
| Q3 2026 | $11.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $3.5M |
| Q3 2026 | $752K |
| Q3 2026 | $2.6M |
| Q3 2026 | $2.5M |
| Q3 2026 | $3.8M |
| Q3 2026 | $533K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $533K | 10.7K | — | — |
| Q3 2026 | $3.8M | 172.5K | — | — |
| Q3 2026 | $2.5M | 112.5K | — | — |
| Q3 2026 | $2.6M | 96.0K | — | — |
| Q3 2026 | $752K | 23.1K | — | — |
| Q3 2026 | $3.5M | 95.9K | — | — |
| Q3 2026 | $1.2M | 35.7K | — | — |
| Q3 2026 | $11.2M | 329.8K | — | — |
| Q3 2026 | $381K | 10.6K | — | — |
| Q3 2026 | $5.8M | 195.0K | — | — |
| Q2 2026 | $596K | 12.4K | — | — |
| Q2 2026 | $4.2M | 179.0K | — | — |
| Q2 2026 | $2.7M | 115.9K | — | — |
| Q2 2026 | $2.9M | 103.2K | — | — |
| Q2 2026 | $580K | 18.3K | — | — |
| Q2 2026 | $3.6M | 98.9K | — | — |
| Q2 2026 | $1.4M | 39.6K | — | — |
| Q2 2026 | $12.6M | 341.6K | — | — |
| Q2 2026 | $372K | 11.0K | — | — |
| Q2 2026 | $5.8M | 198.2K | — | — |
| Q1 2026 | $583K | 12.5K | — | — |
| Q1 2026 | $3.9M | 180.2K | — | — |
| Q1 2026 | $2.7M | 114.1K | — | — |
| Q1 2026 | $2.6M | 103.6K | — | — |
| Q1 2026 | $557K | 18.1K | — | — |
| Q1 2026 | $3.2M | 98.5K | — | — |
| Q1 2026 | $1.1M | 38.5K | — | — |
| Q1 2026 | $10.8M | 348.3K | — | — |
| Q1 2026 | $322K | 11.0K | — | — |
| Q1 2026 | $5.1M | 198.3K | — | — |
| Q4 2025 | $611K | 13.4K | — | — |
| Q4 2025 | $4M | 193.1K | — | — |
| Q4 2025 | $2.5M | 107.6K | — | — |
| Q4 2025 | $2.5M | 105.8K | — | — |
| Q4 2025 | $494K | 18.0K | — | — |
| Q4 2025 | $3.3M | 102.2K | — | — |
| Q4 2025 | $1.2M | 40.9K | — | — |
| Q4 2025 | $11M | 365.0K | — | — |
| Q4 2025 | $393K | 12.0K | — | — |
| Q4 2025 | $5.7M | 212.6K | — | — |
| Q3 2025 | $634K | 13.9K | — | — |
| Q3 2025 | $4.3M | 198.2K | — | — |
| Q3 2025 | $2.5M | 106.7K | — | — |
| Q3 2025 | $2.5M | 107.4K | — | — |
| Q3 2025 | $487K | 17.8K | — | — |
| Q3 2025 | $3.4M | 101.7K | — | — |
| Q3 2025 | $1.2M | 42.8K | — | — |
| Q3 2025 | $10.9M | 368.5K | — | — |
| Q3 2025 | $397K | 12.4K | — | — |
| Q3 2025 | $6M | 227.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B