Midwest Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Sell
91,059
-926
-1% -$22.1K 1.14% 20
2025
Q1
$1.98M Buy
91,985
+11,449
+14% +$246K 1.22% 18
2024
Q4
$1.83M Buy
+80,536
New +$1.83M 1.34% 15