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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.2M | 47k | 25.71 |
| 2025-06-30 | $1.1M | 47k | 23.83 |
| 2025-03-31 | $1.0M | 47k | 21.53 |
| 2024-12-31 | $1.1M | 46k | 22.70 |
| 2024-09-30 | $1.0M | 15k | 66.51 |
| 2024-06-30 | $962k | 15k | 62.88 |
| 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 |