A detailed history of Midwest Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Midwest Financial Group LLC holds 9,949 shares of SCHG stock, worth $260,066. This represents 0.61% of its overall portfolio holdings.

Number of Shares
9,949
Previous 9,353 6.37%
Holding current value
$260,066
Previous $943 Million 9.86%
% of portfolio
0.61%
Previous 0.6%

Shares

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

Oct 17, 2024

BUY
$92.63 - $105.69 $55,207 - $62,991
596 Added 6.37%
9,949 $1.04 Billion
Q2 2024

Jul 16, 2024

BUY
$87.04 - $101.61 $134,128 - $156,581
1,541 Added 19.73%
9,353 $943 Million
Q1 2024

Apr 11, 2024

BUY
$80.6 - $93.32 $43,282 - $50,112
537 Added 7.38%
7,812 $724 Million
Q4 2023

Jan 25, 2024

BUY
$70.08 - $83.37 $39,665 - $47,187
566 Added 8.44%
7,275 $604 Million
Q3 2023

Oct 17, 2023

BUY
$71.99 - $78.02 $14,541 - $15,760
202 Added 3.1%
6,709 $488 Million
Q2 2023

Jul 27, 2023

BUY
$63.6 - $74.95 $41,721 - $49,167
656 Added 11.21%
6,507 $488 Million
Q1 2023

Apr 20, 2023

BUY
$54.19 - $65.17 $317,065 - $381,309
5,851 New
5,851 $381 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Midwest Financial Group LLC Portfolio

Follow Midwest Financial Group LLC and customize your updates to receive the information that matters most to you.

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.