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

Midwest Financial Group LLC

$190 Billion
Q2 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 46,633 shares of SCHB stock, worth $1.21 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

46,633

Previous 46,495 0.3%

Holding current value

$1.21 Million

Previous $1 Billion 11.01%

% of portfolio

0.58%

Previous 0.58%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$19.1 - $23.83 $2,635 - $3,288	138 Added 0.3%	46,633 $1.11 Billion
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

1,350

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Midwest Financial Group LLC with notifications on news.

Account

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