Midwest Financial Group LLC SCHD Holdings History
Midwest Financial Group LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Midwest Financial Group LLC held 515,904.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $13.67 Mil. This investment constitutes 7.19% of their stock portfolio, and Midwest Financial Group LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q1. And since then Midwest Financial Group LLC has made 8 purchases of SCHD, at an average price of $39.23, for a total of 531,218.00 shares. In addition, there have been 1 sales at an average price of $77.50 for 15,314.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Midwest Financial Group LLC's estimated gain on his SCHD holdings is $-5.53 Mil, reflecting a -26.53% gain to date.
Midwest Financial Group LLC SCHD ($27.38) Holding Chart
Midwest Financial Group LLC SCHD ($27.38) 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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