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Schwab Strategic Tr us aggregate b shares owned by Midwest Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Midwest Financial Group from 13F filings

Historical chart of Midwest Financial Group investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 Strategic Tr us aggregate b by Midwest Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 39k 46.00
2023-12-31 $1.8M 39k 46.61
2023-09-30 $1.8M 40k 44.22
2023-06-30 $1.8M 39k 46.16
2023-03-31 $1.8M 37k 46.92

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 Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning
Hengehold Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b