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

Midwestern Financial’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 		$4.61M Sell
159,235
-21,060
-12% -$590K 3.23% 9
2026
Q1 		$4.53M Sell
180,295
-5,693
-3% -$149K 3.56% 9
2025
Q4 		$4.88M Sell
185,988
-22,468
-11% -$585K 4.04% 8
2025
Q3 		$5.36M Sell
208,456
-41,520
-17% -$1.03M 4.6% 8
2025
Q2 		$5.96M Buy
+249,976
New +$5.51M 5.59% 5

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

Midwestern Financial's SCHB Position: Q2 2026 in Review

Midwestern Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 12% in Q2 2026, selling an estimated $590K and leaving 159,235 shares worth $4.61M. The position accounts for 3.23% of the portfolio, ranked #9.

Midwestern Financial first reported a position in SCHB in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.96M in Q2 2025. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Midwestern Financial held 159,235 shares of Schwab US Broad Market ETF worth $4.61M as of Q2 2026.
  • Midwestern Financial sold 21,060 Schwab US Broad Market ETF shares in Q2 2026, an estimated $590K.
  • Schwab US Broad Market ETF made up 3.23% of Midwestern Financial's portfolio in Q2 2026, its #9 holding.
  • Midwestern Financial first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Midwestern Financial's Schwab US Broad Market ETF position peaked at $5.96M in Q2 2025.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.