Midwest Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Midwest Financial Group LLC

$210 Billion
Q3 2025

A detailed history of Midwest Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Midwest Financial Group LLC holds 522,636 shares of SCHD stock, worth $14.2 Million. This represents 6.8% of its overall portfolio holdings.

Number of Shares

522,636

Previous 515,904 1.3%

Holding current value

$14.2 Million

Previous $13.7 Billion 4.36%

% of portfolio

6.8%

Previous 7.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$26.38 - $27.95 $177,590 - $188,159	6,732 Added 1.3%	522,636 $14.3 Billion
Q2 2025 Jul 17, 2025	BUY	$24.32 - $27.87 $2.9 Million - $3.32 Million	119,130 Added 30.02%	515,904 $13.7 Billion
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $185,666 - $196,183	6,874 Added 1.76%	396,774 $11.1 Billion
Q4 2024 Jan 21, 2025	BUY	$26.93 - $84.95 $7.03 Million - $22.2 Million	260,952 Added 202.37%	389,900 $10.7 Billion
Q3 2024 Oct 17, 2024	BUY	$77.02 - $85.06 $214,654 - $237,062	2,787 Added 2.21%	128,948 $10.9 Billion

Q2 2024 Jul 16, 2024	BUY	$75.81 - $80.15 $232,281 - $245,579	3,064 Added 2.49%	126,161 $9.81 Billion
Q1 2024 Apr 11, 2024	SELL	$75.25 - $80.63 $1.15 Million - $1.23 Million	-15,314 Reduced 11.06%	123,097 $9.93 Billion
Q4 2023 Jan 25, 2024	BUY	$66.9 - $76.32 $85,565 - $97,613	1,279 Added 0.93%	138,411 $10.5 Billion
Q3 2023 Oct 17, 2023	BUY	$70.63 - $75.66 $624,016 - $668,456	8,835 Added 6.89%	137,132 $9.7 Billion
Q2 2023 Jul 27, 2023	BUY	$69.18 - $73.94 $182,427 - $194,979	2,637 Added 2.1%	128,297 $9.32 Billion
Q1 2023 Apr 20, 2023	BUY	$70.28 - $78.03 $8.83 Million - $9.81 Million	125,660 New	125,660 $9.19 Billion

Others Institutions Holding SCHD

# of Institutions

2,055

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Midwest Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History