Midwest Financial Group LLC Schwab Strategic Tr Us Large C Transaction History

Midwest Financial Group LLC

$170 Billion
Q3 2024

A detailed history of Midwest Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Midwest Financial Group LLC holds 9,949 shares of SCHG stock, worth $272,602. This represents 0.61% of its overall portfolio holdings.

Number of Shares

9,949

Previous 9,353 6.37%

Holding current value

$272,602

Previous $943 Million 9.86%

% of portfolio

0.61%

Previous 0.6%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$92.63 - $105.69 $55,207 - $62,991	596 Added 6.37%	9,949 $1.04 Billion
Q2 2024 Jul 16, 2024	BUY	$87.04 - $101.61 $134,128 - $156,581	1,541 Added 19.73%	9,353 $943 Million
Q1 2024 Apr 11, 2024	BUY	$80.6 - $93.32 $43,282 - $50,112	537 Added 7.38%	7,812 $724 Million
Q4 2023 Jan 25, 2024	BUY	$70.08 - $83.37 $39,665 - $47,187	566 Added 8.44%	7,275 $604 Million
Q3 2023 Oct 17, 2023	BUY	$71.99 - $78.02 $14,541 - $15,760	202 Added 3.1%	6,709 $488 Million
Q2 2023 Jul 27, 2023	BUY	$63.6 - $74.95 $41,721 - $49,167	656 Added 11.21%	6,507 $488 Million
Q1 2023 Apr 20, 2023	BUY	$54.19 - $65.17 $317,065 - $381,309	5,851 New	5,851 $381 Million

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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About SCHWAB STRATEGIC TR US LARGE-C

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Midwest Financial Group LLC Schwab Strategic Tr Us Large C Transaction History