Midwest Capital Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Midwest Capital Advisors, LLC
- $190 Billion
- Q2 2025
A detailed history of Midwest Capital Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Midwest Capital Advisors, LLC holds 91,059 shares of SCHB stock, worth $2.24 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
91,059
Previous 91,985
1.01%
Holding current value
$2.24 Million
Previous $1.98 Billion
9.57%
% of portfolio
1.14%
Previous 1.22%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,327Shares Held
496MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.44 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$424 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$324 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$293 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$216 Million12.78% of portfolio