Midwest Financial Group LLC SCHZ Holdings History
Midwest Financial Group LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, Midwest Financial Group LLC held 250,772.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $5.83 Mil. This investment constitutes 3.06% of their stock portfolio, and Midwest Financial Group LLC now holds 0.07% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2023Q1. And since then Midwest Financial Group LLC has made 8 purchases of SCHZ, at an average price of $26.83, for a total of 251,284.00 shares. In addition, there have been 1 sales at an average price of $44.74 for 512.00 shares. Based on historical transaction data and SCHZ's current price of $23.04, Midwest Financial Group LLC's estimated gain on his SCHZ holdings is $-942,116.46, reflecting a -13.97% gain to date.
Midwest Financial Group LLC SCHZ ($23.04) Holding Chart
Midwest Financial Group LLC SCHZ ($23.04) 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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