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Midwest Capital Advisors, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwest Capital Advisors, LLC on SCHB, newest first. How the timeline and the estimate are built.

Midwest Capital Advisors, LLC held 103,954 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,954 shares
    Change vs previous 13F +1,043 shares

    1.22% of the 13F portfolio, value $3,010,520.

    13F-HR 0000905729-26-000140 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 102,911 shares
    Change vs previous 13F +10,797 shares

    1.21% of the 13F portfolio, value $2,583,071.

    13F-HR 0000905729-26-000086 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 92,114 shares
    Change vs previous 13F +8,084 shares

    1.16% of the 13F portfolio, value $2,416,160.

    13F-HR 0000905729-26-000025 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 84,030 shares
    Change vs previous 13F -7,029 shares

    1.04% of the 13F portfolio, value $2,160,409.

    13F-HR 0000905729-25-000172 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 91,059 shares
    Change vs previous 13F -926 shares

    1.14% of the 13F portfolio, value $2,169,940.

    13F-HR 0000905729-25-000129 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 91,985 shares
    Change vs previous 13F +11,449 shares

    1.22% of the 13F portfolio, value $1,980,435.

    13F-HR 0000905729-25-000087 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 80,536 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,828,167.

    13F-HR 0000905729-25-000025 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).