Midwest Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History

Midwest Financial Group LLC

$174 Billion
Q4 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 88,319 shares of SCHZ stock, worth $2 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

88,319

Previous 41,316 113.76%

Holding current value

$2 Million

Previous $1.96 Billion 2.13%

% of portfolio

1.15%

Previous 1.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.63 - $47.53 $1.06 Million - $2.23 Million	47,003 Added 113.76%	88,319 $2 Billion
Q3 2024 Oct 17, 2024	BUY	$45.2 - $47.87 $21,470 - $22,738	475 Added 1.16%	41,316 $1.96 Billion
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

659

Shares Held

143M

Call Options Held

100

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Midwest Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History