Midwest Financial Group LLC Schwab Strategic Tr Us Broad M Transaction History

Midwest Financial Group LLC

  • $170 Billion
  • Q3 2024

A detailed history of Midwest Financial Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Midwest Financial Group LLC holds 15,397 shares of SCHB stock, worth $340,427. This represents 0.6% of its overall portfolio holdings.

Number of Shares
15,397
Previous 15,300 0.63%
Holding current value
$340,427
Previous $962 Million 6.44%
% of portfolio
0.6%
Previous 0.61%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$59.93 - $66.52 $5,813 - $6,452
97 Added 0.63%
15,397 $1.02 Billion
Q1 2024

Apr 11, 2024
BUY
$54.61 - $61.05 $2,566 - $2,869
47 Added 0.31%
15,300 $934 Million
Q4 2023

Jan 25, 2024
BUY
$47.61 - $55.91 $2,999 - $3,522
63 Added 0.41%
15,253 $849 Million
Q3 2023

Oct 17, 2023
BUY
$49.59 - $53.57 $2,876 - $3,107
58 Added 0.38%
15,190 $757 Million
Q2 2023

Jul 27, 2023
BUY
$47.08 - $51.7 $2,589 - $2,843
55 Added 0.36%
15,132 $782 Million
Q1 2023

Apr 20, 2023
BUY
$44.47 - $49.23 $670,474 - $742,240
15,077 New
15,077 $721 Million

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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