Midwestern Financial, LLC /Ia Schwab Strategic Tr Us Broad M Transaction History

Midwestern Financial, LLC /Ia

  • $116 Billion
  • Q3 2025

A detailed history of Midwestern Financial, LLC /Ia transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Midwestern Financial, LLC /Ia holds 208,456 shares of SCHB stock, worth $5.38 Million. This represents 4.6% of its overall portfolio holdings.

Number of Shares
208,456
Previous 249,976 16.61%
Holding current value
$5.38 Million
Previous $5.96 Billion 10.03%
% of portfolio
4.6%
Previous 5.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$23.82 - $25.84 $989,006 - $1.07 Million
-41,520 Reduced 16.61%
208,456 $5.36 Billion
Q2 2025

Aug 28, 2025
BUY
$19.1 - $23.83 $4.77 Million - $5.96 Million
249,976 New
249,976 $5.96 Billion

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Midwestern Financial, LLC /Ia Portfolio

Follow Midwestern Financial, LLC /Ia 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 Midwestern Financial, LLC /Ia, based on Form 13F filings with the SEC.

News

Stay updated on Midwestern Financial, LLC /Ia with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email