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Disclosery

Midwest Financial Group LLC: SCHD position timeline

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

Midwest Financial Group LLC held 386,258 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 386,258 shares
    Change vs previous 13F +5,288 shares

    4.3% of the 13F portfolio, value $12,248,246.

    13F-HR 0001967193-26-000008 filed by Midwest Financial Group 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 380,970 shares
    Change vs previous 13F -8,537 shares

    4.98% of the 13F portfolio, value $11,688,164.

    13F-HR 0001967193-26-000005 filed by Midwest Financial Group 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 389,507 shares
    Change vs previous 13F -133,129 shares

    4.72% of the 13F portfolio, value $10,684,177.

    13F-HR 0001967193-26-000002 filed by Midwest Financial Group 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 522,636 shares
    Change vs previous 13F +6,732 shares

    6.8% of the 13F portfolio, value $14,267,954.

    13F-HR 0001967193-25-000004 filed by Midwest Financial Group 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 515,904 shares
    Change vs previous 13F +119,130 shares

    7.19% of the 13F portfolio, value $13,671,446.

    13F-HR 0001085146-25-003963 filed by Midwest Financial Group 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 396,774 shares
    Change vs previous 13F +6,874 shares

    6.45% of the 13F portfolio, value $11,093,804.

    13F-HR 0001085146-25-002227 filed by Midwest Financial Group 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 389,900 shares
    Change vs previous 13F +260,952 shares

    6.12% of the 13F portfolio, value $10,652,055.

    13F-HR 0001085146-25-000346 filed by Midwest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 128,948 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $10,900,000.

    13F-HR 0001085146-24-004978 filed by Midwest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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