Midwest Financial Group LLC Schwab Strategic Tr Us Broad M Transaction History
Midwest Financial Group LLC
- $170 Billion
- Q3 2024
A detailed history of Midwest Financial Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Midwest Financial Group LLC holds 15,397 shares of SCHB stock, worth $359,673. This represents 0.6% of its overall portfolio holdings.
Number of Shares
15,397
Previous 15,300
0.63%
Holding current value
$359,673
Previous $962 Million
6.44%
% of portfolio
0.6%
Previous 0.61%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89.3 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$88.2 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77 Million2.16% of portfolio