Midwest Financial Group’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 | $1.11M | Buy |
46,633
+138
| +0.3% | +$3.29K | 0.58% | 45 |
|
|
2025
Q1 | $1M | Buy |
46,495
+142
| +0.3% | +$3.06K | 0.58% | 42 |
|
|
2024
Q4 | $1.05M | Buy |
46,353
+162
| +0.4% | +$3.68K | 0.6% | 42 |
|
|
2024
Q3 | $1.02M | Buy |
46,191
+291
| +0.6% | +$6.45K | 0.6% | 40 |
|
|
2024
Q2 | $962K | Hold |
45,900
| – | – | 0.61% | 41 |
|
|
2024
Q1 | $934K | Buy |
45,900
+141
| +0.3% | +$2.87K | 0.63% | 44 |
|
|
2023
Q4 | $849K | Buy |
45,759
+189
| +0.4% | +$3.51K | 0.63% | 46 |
|
|
2023
Q3 | $757K | Buy |
45,570
+174
| +0.4% | +$2.89K | 0.64% | 46 |
|
|
2023
Q2 | $782K | Buy |
45,396
+165
| +0.4% | +$2.84K | 0.66% | 44 |
|
|
2023
Q1 | $721K | Buy |
+45,231
| New | +$721K | 0.66% | 45 |
|