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Schwab Strategic Tr us aggregate b shares owned by Midwest Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Midwest Capital Advisors from 13F filings

Historical chart of Midwest Capital Advisors investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Midwest Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Midwest Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $527k 22k 23.47
2025-06-30 $2.2M 94k 23.24
2025-03-31 $4.0M 174k 23.16

More positions owned by Midwest Capital Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Putnam Etf Trust Focused Lar Cap (PVAL)

View all positions for Midwest Capital Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b