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Schwab U S Broad Market ETF shares owned by Midwestern Financial

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

Historical chart of Midwestern Financial 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 Midwestern Financial 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 Midwestern Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 209k 25.71
2025-06-30 $6.0M 250k 23.83

More positions owned by Midwestern Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Focused Lrg Cap (FLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Midwestern Financial

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF