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Midwest Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Midwest Wealth Management’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
2022
Q1 		$221K Hold
12,414
– – 0.13% 95
2021
Q4 		$234K Hold
12,414
– – 0.15% 87
2021
Q3 		$215K Buy
+12,414
New +$221K 0.15% 93

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SCM
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MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Midwest Wealth Management's SCHB Position: Q1 2022 in Review

Midwest Wealth Management held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2022 at 12,414 shares worth $221K. The position accounts for 0.13% of the portfolio, ranked #95.

Midwest Wealth Management first reported a position in SCHB in Q3 2021 and has held it in 3 quarters since. The position peaked at $234K in Q4 2021. 889 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

  • Midwest Wealth Management held 12,414 shares of Schwab US Broad Market ETF worth $221K as of Q1 2022.
  • Midwest Wealth Management left its Schwab US Broad Market ETF share count unchanged in Q1 2022.
  • Schwab US Broad Market ETF made up 0.13% of Midwest Wealth Management's portfolio in Q1 2022, its #95 holding.
  • Midwest Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2021 and has held it in 3 quarters since.
  • Midwest Wealth Management's Schwab US Broad Market ETF position peaked at $234K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.