Midwest Heritage Bank, Fsb Schwab Strategic Tr 1 5 Yr C Transaction History

Midwest Heritage Bank, Fsb

$212 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	SELL	$46.51 - $48.38 $1,488 - $1,548	-32 Reduced 0.74%	4,276 $206,000
Q3 2023 Oct 27, 2023	SELL	$46.87 - $47.5 $126,736 - $128,440	-2,704 Reduced 38.56%	4,308 $202,000
Q2 2023 Jul 26, 2023	SELL	$47.14 - $47.79 $76,602 - $77,658	-1,625 Reduced 18.81%	7,012 $331,000
Q1 2023 Apr 19, 2023	SELL	$46.68 - $47.8 $184,899 - $189,335	-3,961 Reduced 31.44%	8,637 $410,000
Q4 2022 Jan 19, 2023	SELL	$45.76 - $47.27 $62,096 - $64,145	-1,357 Reduced 9.72%	12,598 $0
Q3 2022 Oct 21, 2022	SELL	$46.13 - $48.23 $105,222 - $110,012	-2,281 Reduced 14.05%	13,955 $646,000
Q2 2022 Jul 13, 2022	SELL	$46.81 - $48.49 $161,634 - $167,435	-3,453 Reduced 17.54%	16,236 $771,000
Q1 2022 Apr 28, 2022	SELL	$48.35 - $50.5 $948,240 - $990,406	-19,612 Reduced 49.9%	19,689 $956,000
Q4 2021 Jan 28, 2022	BUY	$50.42 - $51.09 $1.98 Million - $2.01 Million	39,301 New	39,301 $1.99 Million

Others Institutions Holding SCHJ

# of Institutions

111

Shares Held

3.51M

Call Options Held

0

Put Options Held

0

About SCHWAB STRATEGIC TR 1 - 5 YR C

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