Midwest Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Midwest Financial Group LLC

$174 Billion
Q4 2024

A detailed history of Midwest Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Midwest Financial Group LLC holds 389,900 shares of SCHD stock, worth $11.1 Million. This represents 6.12% of its overall portfolio holdings.

Number of Shares

389,900

Previous 128,948 202.37%

Holding current value

$11.1 Million

Previous $10.9 Billion 2.27%

% of portfolio

6.12%

Previous 6.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$26.93 - $84.95 $7.03 Million - $22.2 Million	260,952 Added 202.37%	389,900 $10.7 Billion
Q3 2024 Oct 17, 2024	BUY	$77.02 - $85.06 $214,654 - $237,062	2,787 Added 2.21%	128,948 $10.9 Billion
Q2 2024 Jul 16, 2024	BUY	$75.81 - $80.15 $232,281 - $245,579	3,064 Added 2.49%	126,161 $9.81 Billion
Q1 2024 Apr 11, 2024	SELL	$75.25 - $80.63 $1.15 Million - $1.23 Million	-15,314 Reduced 11.06%	123,097 $9.93 Billion
Q4 2023 Jan 25, 2024	BUY	$66.9 - $76.32 $85,565 - $97,613	1,279 Added 0.93%	138,411 $10.5 Billion
Q3 2023 Oct 17, 2023	BUY	$70.63 - $75.66 $624,016 - $668,456	8,835 Added 6.89%	137,132 $9.7 Billion
Q2 2023 Jul 27, 2023	BUY	$69.18 - $73.94 $182,427 - $194,979	2,637 Added 2.1%	128,297 $9.32 Billion
Q1 2023 Apr 20, 2023	BUY	$70.28 - $78.03 $8.83 Million - $9.81 Million	125,660 New	125,660 $9.19 Billion

Others Institutions Holding SCHD

# of Institutions

1,939

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Midwest Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History