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MidWestOne Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MidWestOne Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.64M Buy
59,826
+3,728
+7% +$101K 0.18% 114
2025
Q3 		$1.53M Buy
56,098
+908
+2% +$24.8K 0.19% 114
2025
Q2 		$1.46M Buy
55,190
+5,287
+11% +$138K 0.19% 118
2025
Q1 		$1.4M Buy
49,903
+19,185
+62% +$535K 0.2% 116
2024
Q4 		$839K Buy
+30,718
New +$873K 0.12% 167

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

MidWestOne Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.6% in Q4 2025, buying an estimated $101K and bringing the position to 59,826 shares worth $1.64M. The position accounts for 0.18% of the portfolio, ranked #114.

MidWestOne Financial Group first reported a position in SCHD in Q4 2024 and has held it in 5 quarters since. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • MidWestOne Financial Group held 59,826 shares of Schwab US Dividend Equity ETF worth $1.64M as of Q4 2025.
  • MidWestOne Financial Group bought 3,728 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $101K.
  • Schwab US Dividend Equity ETF made up 0.18% of MidWestOne Financial Group's portfolio in Q4 2025, its #114 holding.
  • MidWestOne Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

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