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 $3.52 Million. This represents 6.4% of its overall portfolio holdings.

Number of Shares
128,948
Previous 126,161 2.21%
Holding current value
$3.52 Million
Previous $9.81 Billion 11.11%
% of portfolio
6.4%
Previous 6.24%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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