Schwab Strategic Tr us aggregate b shares owned by Midwest Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Midwest Financial Group
from 13F filings
Historical chart of Midwest Financial Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Midwest Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 257k | 23.47 |
| 2025-06-30 | $5.8M | 251k | 23.24 |
| 2025-03-31 | $4.9M | 212k | 23.16 |
| 2024-12-31 | $2.0M | 88k | 22.70 |
| 2024-09-30 | $2.0M | 41k | 47.51 |
| 2024-06-30 | $1.9M | 41k | 45.59 |
| 2024-03-31 | $1.8M | 39k | 46.00 |
| 2023-12-31 | $1.8M | 39k | 46.61 |
| 2023-09-30 | $1.8M | 40k | 44.22 |
| 2023-06-30 | $1.8M | 39k | 46.16 |
| 2023-03-31 | $1.8M | 37k | 46.92 |
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