Midwest Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History

Midwest Financial Group LLC

$172 Billion
Q1 2025

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 211,726 shares of SCHZ stock, worth $4.91 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

211,726

Previous 88,319 139.73%

Holding current value

$4.91 Million

Previous $2 Billion 144.59%

% of portfolio

2.85%

Previous 1.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$22.46 - $23.26 $2.77 Million - $2.87 Million	123,407 Added 139.73%	211,726 $4.9 Billion
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

687

Shares Held

168M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midwest Financial Group LLC with notifications on news.

Account

Midwest Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History