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

MidWestOne 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
2025
Q4 		$18.9M Buy
720,616
+115,901
+19% +$3.02M 2.1% 8
2025
Q3 		$15.5M Buy
604,715
+24,478
+4% +$606K 1.89% 9
2025
Q2 		$13.8M Buy
+580,237
New +$12.8M 1.8% 9

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
AF
Align Financial Hermantown, Minnesota $176M AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

MidWestOne Financial Group's SCHB Position: Q4 2025 in Review

MidWestOne Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 19% in Q4 2025, buying an estimated $3.02M and bringing the position to 720,616 shares worth $18.9M. The position accounts for 2.1% of the portfolio, ranked #8.

MidWestOne Financial Group first reported a position in SCHB in Q2 2025 and has held it in 3 quarters since. 1,309 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • MidWestOne Financial Group held 720,616 shares of Schwab US Broad Market ETF worth $18.9M as of Q4 2025.
  • MidWestOne Financial Group bought 115,901 Schwab US Broad Market ETF shares in Q4 2025, an estimated $3.02M.
  • Schwab US Broad Market ETF made up 2.1% of MidWestOne Financial Group's portfolio in Q4 2025, its #8 holding.
  • MidWestOne Financial Group first reported a position in Schwab US Broad Market ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.