Midwest Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Midwest Capital Advisors, LLC

  • $207 Billion
  • Q3 2025

A detailed history of Midwest Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Midwest Capital Advisors, LLC holds 27,827 shares of SCHM stock, worth $819,783. This represents 0.4% of its overall portfolio holdings.

Number of Shares
27,827
Previous 27,710 0.42%
Holding current value
$819,783
Previous $777 Million 6.12%
% of portfolio
0.4%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$28.15 - $30.13 $3,293 - $3,525
117 Added 0.42%
27,827 $825 Million
Q2 2025

Jul 25, 2025
SELL
$22.92 - $28.05 $111,735 - $136,743
-4,875 Reduced 14.96%
27,710 $777 Million
Q1 2025

May 05, 2025
SELL
$25.58 - $29.24 $163,788 - $187,223
-6,403 Reduced 16.42%
32,585 $854 Million
Q4 2024

Feb 04, 2025
BUY
$27.54 - $83.04 $1.07 Million - $3.24 Million
38,988 New
38,988 $1.08 Billion

Others Institutions Holding SCHM

# of Institutions
1,052
Shares Held
280M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Midwest Capital Advisors, LLC Portfolio

Follow Midwest Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midwest Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email