Midwest Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Midwest Financial Group LLC
- $170 Billion
- Q3 2024
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
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio