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MidWestOne Financial shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of MidWestOne Financial (MOFG) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in MidWestOne Financial

Tip: Access up to 7 years of quarterly data

All positions including MidWestOne Financial held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MidWestOne Financial by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 164k 28.29
2025-06-30 $1.8M 61k 28.77
2025-03-31 $1.7M 56k 29.61
2024-12-31 $1.7M 57k 29.12
2024-09-30 $1.2M 41k 28.53
2024-06-30 $905k 40k 22.49
2024-03-31 $872k 37k 23.44
2023-12-31 $1.0M 39k 26.91
2023-09-30 $806k 40k 20.33
2023-06-30 $819k 38k 21.37
2023-03-31 $934k 38k 24.42
2022-12-31 $1.2M 38k 31.75
2022-09-30 $1.0M 37k 27.30
2022-06-30 $1.1M 37k 29.75
2022-03-31 $1.2M 37k 33.13
2021-12-31 $1.2M 37k 32.38
2021-09-30 $1.1M 37k 30.17
2021-06-30 $1.0M 36k 28.80
2021-03-31 $1.1M 37k 30.98
2020-12-31 $827k 34k 24.52
2020-09-30 $603k 34k 17.88
2020-06-30 $698k 35k 20.01
2020-03-31 $593k 28k 20.97
2019-12-31 $1.1M 29k 36.25
2019-09-30 $853k 28k 30.55
2019-06-30 $1.2M 43k 27.98
2019-03-31 $803k 30k 27.26
2018-12-31 $610k 25k 24.84
2018-09-30 $819k 25k 33.35
2018-06-30 $830k 25k 33.79
2018-03-31 $735k 22k 33.32
2017-12-31 $740k 22k 33.54
2017-09-30 $635k 19k 33.78
2017-06-30 $638k 19k 33.94
2017-03-31 $388k 11k 34.34
2016-12-31 $507k 14k 37.66
2016-09-30 $409k 14k 30.38
2016-06-30 $385k 14k 28.60
2016-03-31 $370k 14k 27.48
2015-12-31 $410k 14k 30.45
2015-09-30 $351k 12k 29.27
2015-06-30 $395k 12k 32.94
2015-03-31 $269k 9.3k 28.92
2014-12-31 $268k 9.3k 28.82
2014-09-30 $214k 9.3k 23.01
2014-06-30 $224k 9.3k 24.09
2014-03-31 $235k 9.3k 25.27
2013-12-31 $253k 9.3k 27.20
2013-09-30 $237k 9.3k 25.48
2013-06-30 $229k 9.3k 24.62
2013-03-31 $220k 9.3k 23.66
2012-06-30 $202k 9.3k 21.72