Midwest Financial Group LLC Schwab Strategic Tr Us Broad M Transaction History
Midwest Financial Group LLC
- $157 Billion
- Q2 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 15,300 shares of SCHB stock, worth $973,386. This represents 0.61% of its overall portfolio holdings.
Number of Shares
15,300
Previous 15,300
-0.0%
Holding current value
$973,386
Previous $934 Million
3.0%
% of portfolio
0.61%
Previous 0.63%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio