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Schwab Strategic Tr us dividend eq shares owned by Midwest Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Midwest Financial Group from 13F filings

Historical chart of Midwest Financial Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 dividend eq by Midwest Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.9M 123k 80.63
2023-12-31 $11M 138k 76.13
2023-09-30 $9.7M 137k 70.76
2023-06-30 $9.3M 128k 72.62
2023-03-31 $9.2M 126k 73.16

More positions owned by Midwest Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
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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 dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq