Midwest Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History

Midwest Financial Group LLC

$210 Billion
Q3 2025

A detailed history of Midwest Financial Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Midwest Financial Group LLC holds 256,910 shares of SCHZ stock, worth $6.01 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

256,910

Previous 250,772 2.45%

Holding current value

$6.01 Million

Previous $5.83 Billion 3.46%

% of portfolio

2.87%

Previous 3.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$22.9 - $23.58 $140,560 - $144,734	6,138 Added 2.45%	256,910 $6.03 Billion
Q2 2025 Jul 17, 2025	BUY	$22.68 - $23.28 $885,563 - $908,990	39,046 Added 18.44%	250,772 $5.83 Billion
Q1 2025 Apr 22, 2025	BUY	$22.46 - $23.26 $2.77 Million - $2.87 Million	123,407 Added 139.73%	211,726 $4.9 Billion
Q4 2024 Jan 21, 2025	BUY	$22.63 - $47.53 $1.06 Million - $2.23 Million	47,003 Added 113.76%	88,319 $2 Billion
Q3 2024 Oct 17, 2024	BUY	$45.2 - $47.87 $21,470 - $22,738	475 Added 1.16%	41,316 $1.96 Billion

Q2 2024 Jul 16, 2024	BUY	$44.66 - $45.99 $69,669 - $71,744	1,560 Added 3.97%	40,841 $1.86 Billion
Q1 2024 Apr 11, 2024	BUY	$45.44 - $46.67 $817 - $840	18 Added 0.05%	39,281 $1.81 Billion
Q4 2023 Jan 25, 2024	SELL	$43.09 - $46.83 $22,062 - $23,976	-512 Reduced 1.29%	39,263 $1.83 Billion
Q3 2023 Oct 17, 2023	BUY	$44.14 - $46.33 $44,802 - $47,024	1,015 Added 2.62%	39,775 $1.76 Billion
Q2 2023 Jul 27, 2023	BUY	$45.86 - $47.33 $65,029 - $67,113	1,418 Added 3.8%	38,760 $1.79 Billion
Q1 2023 Apr 20, 2023	BUY	$45.33 - $47.44 $1.69 Million - $1.77 Million	37,342 New	37,342 $1.75 Billion

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Midwest Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History