Midwest Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History

Midwest Financial Group LLC

  • $157 Billion
  • Q2 2024

A detailed history of Midwest Financial Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Midwest Financial Group LLC holds 40,841 shares of SCHZ stock, worth $1.88 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
40,841
Previous 39,281 3.97%
Holding current value
$1.88 Million
Previous $1.81 Billion 3.04%
% of portfolio
1.18%
Previous 1.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$44.66 - $45.99 $69,669 - $71,744
1,560 Added 3.97%
40,841 $1.86 Billion
Q1 2024

Apr 11, 2024
BUY
$45.44 - $46.67 $817 - $840
18 Added 0.05%
39,281 $1.81 Billion
Q4 2023

Jan 25, 2024
SELL
$43.09 - $46.83 $22,062 - $23,976
-512 Reduced 1.29%
39,263 $1.83 Billion
Q3 2023

Oct 17, 2023
BUY
$44.14 - $46.33 $44,802 - $47,024
1,015 Added 2.62%
39,775 $1.76 Billion
Q2 2023

Jul 27, 2023
BUY
$45.86 - $47.33 $65,029 - $67,113
1,418 Added 3.8%
38,760 $1.79 Billion
Q1 2023

Apr 20, 2023
BUY
$45.33 - $47.44 $1.69 Million - $1.77 Million
37,342 New
37,342 $1.75 Billion

Others Institutions Holding SCHZ

# of Institutions
604
Shares Held
106M
Call Options Held
600
Put Options Held
3.6K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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