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MidWestOne Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MidWestOne Financial Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,220
Closed -$313K – 289
2023
Q3 		$313K Hold
17,220
– – 0.07% 225
2023
Q2 		$323K Hold
17,220
– – 0.07% 223
2023
Q1 		$281K Buy
+17,220
New +$261K 0.06% 225

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MidWestOne Financial Group's SCHG Position: Q4 2023 in Review

MidWestOne Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023, closing a stake of 17,220 shares — an estimated $313K sold.

MidWestOne Financial Group first reported a position in SCHG in Q1 2023 and held it in 3 quarters. The position peaked at $323K in Q2 2023. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • MidWestOne Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • MidWestOne Financial Group sold 17,220 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $313K.
  • MidWestOne Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and held it in 3 quarters.
  • MidWestOne Financial Group's Schwab US Large-Cap Growth ETF position peaked at $323K in Q2 2023.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on MidWestOne Financial Group's 13F filing for Q4 2023, filed 15 Feb 2024.