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 $973,998. This represents 0.61% of its overall portfolio holdings.
Number of Shares
15,300
Previous 15,300
-0.0%
Holding current value
$973,998
Previous $934 Million
3.0%
% of portfolio
0.61%
Previous 0.63%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio