Midwest Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Midwest Financial Group LLC

  • $149 Billion
  • Q1 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 123,097 shares of SCHD stock, worth $9.48 Million. This represents 6.67% of its overall portfolio holdings.

Number of Shares
123,097
Previous 138,411 11.06%
Holding current value
$9.48 Million
Previous $10.5 Billion 5.81%
% of portfolio
6.67%
Previous 7.86%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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