MidWestOne Financial Group »

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

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

Historical chart of MidWestOne 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 MidWestOne Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by MidWestOne Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 56k 27.30
2025-06-30 $1.5M 55k 26.50
2025-03-31 $1.4M 50k 27.96
2024-12-31 $839k 31k 27.32

More positions owned by MidWestOne Financial Group

MidWestOne Financial (MOFG)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Micron Technology (MU)
JPMorgan Chase & Co. (JPM)
RBB Us Treasr 10 Yr (UTEN)

View all positions for MidWestOne Financial Group

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq