Midwest Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Midwest Financial Group LLC

$170 Billion
Q3 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 128,948 shares of SCHD stock, worth $3.7 Million. This represents 6.4% of its overall portfolio holdings.

Number of Shares

128,948

Previous 126,161 2.21%

Holding current value

$3.7 Million

Previous $9.81 Billion 11.11%

% of portfolio

6.4%

Previous 6.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,753

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

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 Dividen Transaction History