Midwest Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Midwest Financial Group LLC

  • $190 Billion
  • Q2 2025

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 515,904 shares of SCHD stock, worth $13.9 Million. This represents 7.19% of its overall portfolio holdings.

Number of Shares
515,904
Previous 396,774 30.02%
Holding current value
$13.9 Million
Previous $11.1 Billion 23.23%
% of portfolio
7.19%
Previous 6.45%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$24.32 - $27.87 $2.9 Million - $3.32 Million
119,130 Added 30.02%
515,904 $13.7 Billion
Q1 2025

Apr 22, 2025
BUY
$27.01 - $28.54 $185,666 - $196,183
6,874 Added 1.76%
396,774 $11.1 Billion
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
1,998
Shares Held
896M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
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More about SCHD
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