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Mid-American Wealth Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Mid-American Wealth Advisory Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-465
Closed -$11.1K – 261
2025
Q2 		$11.1K Buy
+465
New +$10.2K 0.01% 161

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SCM
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SG
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EK
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HCM
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BFG
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HighTower Advisors
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HWM
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Mid-American Wealth Advisory Group's SCHB Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 465 shares — an estimated $11.1K sold.

Mid-American Wealth Advisory Group first reported a position in SCHB in Q2 2025 and held it in 1 quarter. The position peaked at $11.1K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 465 Schwab US Broad Market ETF shares in Q3 2025, an estimated $11.1K.
  • Mid-American Wealth Advisory Group first reported a position in Schwab US Broad Market ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Schwab US Broad Market ETF position peaked at $11.1K in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.