Midwestern Financial, LLC /Ia Schwab Strategic Tr Us Broad M Transaction History
Midwestern Financial, LLC /Ia
- $107 Billion
- Q2 2025
A detailed history of Midwestern Financial, LLC /Ia transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Midwestern Financial, LLC /Ia holds 249,976 shares of SCHB stock, worth $6.3 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
249,976Holding current value
$6.3 Million% of portfolio
5.59%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,350Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.63 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.42 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$424 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$332 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$308 Million3.25% of portfolio