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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
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 $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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: Q1 2026 in Review

Midwestern Financial reduced its Schwab US Broad Market ETF (SCHB) stake by 3.1% in Q1 2026, selling an estimated $149K and leaving 180,295 shares worth $4.53M. The position accounts for 3.56% of the portfolio, ranked #9.

Midwestern Financial first reported a position in SCHB in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.96M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Midwestern Financial held 180,295 shares of Schwab US Broad Market ETF worth $4.53M as of Q1 2026.
  • Midwestern Financial sold 5,693 Schwab US Broad Market ETF shares in Q1 2026, an estimated $149K.
  • Schwab US Broad Market ETF made up 3.56% of Midwestern Financial's portfolio in Q1 2026, its #9 holding.
  • Midwestern Financial first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwestern Financial's Schwab US Broad Market ETF position peaked at $5.96M in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.