Midwest Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Midwest Financial 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
2026 Q2	$1.37M	Buy	47,258 +254	+0.5%	+$7.11K	0.48%	52
2026 Q1	$1.18M	Buy	47,004 +132	+0.3%	+$3.46K	0.5%	49
2025 Q4	$1.23M	Buy	46,872 +104	+0.2%	+$2.71K	0.54%	47
2025 Q3	$1.2M	Buy	46,768 +135	+0.3%	+$3.34K	0.57%	43
2025 Q2	$1.11M	Buy	46,633 +138	+0.3%	+$3.04K	0.58%	45
2025 Q1	$1M	Buy	46,495 +142	+0.3%	+$3.23K	0.58%	42
2024 Q4	$1.05M	Buy	46,353 +162	+0.4%	+$3.7K	0.6%	42
2024 Q3	$1.02M	Buy	46,191 +291	+0.6%	+$6.21K	0.6%	40
2024 Q2	$962K	Hold	45,900	–	–	0.61%	41
2024 Q1	$934K	Buy	45,900 +141	+0.3%	+$2.73K	0.63%	44
2023 Q4	$849K	Buy	45,759 +189	+0.4%	+$3.26K	0.63%	46
2023 Q3	$757K	Buy	45,570 +174	+0.4%	+$3.01K	0.64%	46
2023 Q2	$782K	Buy	45,396 +165	+0.4%	+$2.69K	0.66%	44
2023 Q1	$721K	Buy	+45,231	New	+$707K	0.66%	45

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Midwest Financial Group's SCHB Position: Q2 2026 in Review

Midwest Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 0.54% in Q2 2026, buying an estimated $7.11K and bringing the position to 47,258 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #52.

Midwest Financial Group first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Midwest Financial Group held 47,258 shares of Schwab US Broad Market ETF worth $1.37M as of Q2 2026.
Midwest Financial Group bought 254 Schwab US Broad Market ETF shares in Q2 2026, an estimated $7.11K.
Schwab US Broad Market ETF made up 0.48% of Midwest Financial Group's portfolio in Q2 2026, its #52 holding.
Midwest Financial Group first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.