Number of Shares
1.15 Mil
Current Holdings Value*
$30.51 Mil
% of Portfolio
4.33%
Total Estimate Gain
$-834,952.66
% of Total Estimate Gain
-2.42%

MidWestOne Financial Group, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary

As of 2025-03-31, MidWestOne Financial Group, Inc. held 1.15 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $30.51 Mil. This investment constitutes 4.33% of their stock portfolio, and MidWestOne Financial Group, Inc. now holds 0.25% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.

The initial trade took place in 2019Q2. And since then MidWestOne Financial Group, Inc. has made 18 purchases of SCHV, at an average price of $29.47, for a total of 1.17 Mil shares. In addition, there have been 5 sales at an average price of $56.62 for 24,614.00 shares. Based on historical transaction data and SCHV's current price of $28.16, MidWestOne Financial Group, Inc.'s estimated gain on his SCHV holdings is $-834,952.66, reflecting a -2.42% gain to date.

MidWestOne Financial Group, Inc. SCHV ($28.16) Holding Chart

MidWestOne Financial Group, Inc. SCHV ($28.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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