Midwest Financial Group LLC Schwab Strategic Tr Us Broad M Transaction History

Midwest Financial Group LLC

$172 Billion
Q1 2025

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 46,495 shares of SCHB stock, worth $1.07 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

46,495

Previous 46,353 0.31%

Holding current value

$1.07 Million

Previous $1.05 Billion 4.86%

% of portfolio

0.58%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$21.23 - $23.75 $3,014 - $3,372	142 Added 0.31%	46,495 $1 Billion
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $681,341 - $2.07 Million	30,956 Added 201.05%	46,353 $1.05 Billion
Q3 2024 Oct 17, 2024	BUY	$59.93 - $66.52 $5,813 - $6,452	97 Added 0.63%	15,397 $1.02 Billion
Q1 2024 Apr 11, 2024	BUY	$54.61 - $61.05 $2,566 - $2,869	47 Added 0.31%	15,300 $934 Million
Q4 2023 Jan 25, 2024	BUY	$47.61 - $55.91 $2,999 - $3,522	63 Added 0.41%	15,253 $849 Million
Q3 2023 Oct 17, 2023	BUY	$49.59 - $53.57 $2,876 - $3,107	58 Added 0.38%	15,190 $757 Million
Q2 2023 Jul 27, 2023	BUY	$47.08 - $51.7 $2,589 - $2,843	55 Added 0.36%	15,132 $782 Million
Q1 2023 Apr 20, 2023	BUY	$44.47 - $49.23 $670,474 - $742,240	15,077 New	15,077 $721 Million

Others Institutions Holding SCHB

# of Institutions

1,295

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

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Midwest Financial Group LLC Schwab Strategic Tr Us Broad M Transaction History