MFG
SCHV

MidWestOne Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MidWestOne Financial Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$35.2M Buy
1,189,268
+39,306
+3% +$1.15M 3.91% 2
2025
Q3 		$33.5M Buy
1,149,962
+21,854
+2% +$621K 4.07% 3
2025
Q2 		$31.2M Sell
1,128,108
-19,702
-2% -$518K 4.05% 2
2025
Q1 		$30.5M Buy
1,147,810
+20,582
+2% +$552K 4.33% 2
2024
Q4 		$29.4M Buy
1,127,228
+5,423
+0.5% +$146K 4.13% 3
2024
Q3 		$30.1M Buy
1,121,805
+842,550
+302% +$21.6M 4.15% 3
2024
Q2 		$6.9M Buy
279,255
+37,023
+15% +$915K 1.24% 7
2024
Q1 		$6.13M Sell
242,232
-291
-0.1% -$6.98K 1.1% 9
2023
Q4 		$5.67M Buy
242,523
+33,054
+16% +$723K 1.08% 5
2023
Q3 		$4.5M Buy
209,469
+21,072
+11% +$473K 1.02% 9
2023
Q2 		$4.21M Buy
188,397
+6,411
+4% +$140K 0.91% 12
2023
Q1 		$3.98M Buy
181,986
+34,626
+23% +$770K 0.9% 11
2022
Q4 		$3.24M Buy
147,360
+36,384
+33% +$788K 0.72% 16
2022
Q3 		$2.16M Buy
110,976
+50,208
+83% +$1.08M 0.55% 37
2022
Q2 		$1.26M Buy
60,768
+21,159
+53% +$475K 0.31% 73
2022
Q1 		$943K Sell
39,609
-16,656
-30% -$394K 0.2% 123
2021
Q4 		$1.37M Sell
56,265
-8,109
-13% -$192K 0.29% 86
2021
Q3 		$1.45M Buy
64,374
+2,601
+4% +$60.2K 0.34% 69
2021
Q2 		$1.41M Buy
61,773
+1,824
+3% +$41.4K 0.33% 71
2021
Q1 		$1.3M Buy
59,949
+7,878
+15% +$164K 0.32% 74
2020
Q4 		$1.03M Sell
52,071
-3,009
-5% -$56.3K 0.28% 89
2020
Q3 		$958K Buy
+55,080
New +$963K 0.32% 80
2020
Q2 		– Sell
-45,777
Closed -$676K – 173
2020
Q1 		$676K Buy
45,777
+28,251
+161% +$518K 0.25% 98
2019
Q4 		$351K Buy
17,526
+2,580
+17% +$50K 0.07% 178
2019
Q3 		$283K Buy
14,946
+354
+2% +$6.63K 0.09% 180
2019
Q2 		$273K Buy
+14,592
New +$270K 0.07% 216

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

MidWestOne Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.4% in Q4 2025, buying an estimated $1.15M and bringing the position to 1,189,268 shares worth $35.2M. The position accounts for 3.91% of the portfolio, ranked #2.

MidWestOne Financial Group first reported a position in SCHV in Q2 2019 and has held it in 26 quarters since. 932 funds tracked by Wall St. Rank hold SCHV as of Q4 2025.

  • MidWestOne Financial Group held 1,189,268 shares of Schwab US Large-Cap Value ETF worth $35.2M as of Q4 2025.
  • MidWestOne Financial Group bought 39,306 Schwab US Large-Cap Value ETF shares in Q4 2025, an estimated $1.15M.
  • Schwab US Large-Cap Value ETF made up 3.91% of MidWestOne Financial Group's portfolio in Q4 2025, its #2 holding.
  • MidWestOne Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and has held it in 26 quarters since.
  • 932 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2025.

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