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Schwab U S Broad Market ETF shares owned by Midwest Financial Group

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Midwest Financial Group from 13F filings

Historical chart of Midwest Financial Group investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Midwest Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Midwest Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $934k 15k 61.05
2023-12-31 $849k 15k 55.66
2023-09-30 $757k 15k 49.84
2023-06-30 $782k 15k 51.68
2023-03-31 $721k 15k 47.82

More positions owned by Midwest Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Advanced Micro Devices (AMD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Oneok (OKE)

View all positions for Midwest Financial Group

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF