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Disclosery

Midwest Financial Group LLC: SCHG position timeline

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

Midwest Financial Group LLC held 142,537 SCHG 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 142,537 shares
    Change vs previous 13F +5,414 shares

    1.69% of the 13F portfolio, value $4,823,441.

    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 137,123 shares
    Change vs previous 13F +19,537 shares

    1.7% of the 13F portfolio, value $3,994,402.

    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 117,586 shares
    Change vs previous 13F +18,684 shares

    1.69% of the 13F portfolio, value $3,835,667.

    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 98,902 shares
    Change vs previous 13F +23,846 shares

    1.5% of the 13F portfolio, value $3,155,976.

    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 75,056 shares
    Change vs previous 13F +2,064 shares

    1.15% of the 13F portfolio, value $2,192,372.

    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 72,992 shares
    Change vs previous 13F +10,101 shares

    1.06% of the 13F portfolio, value $1,827,715.

    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 62,891 shares
    Change vs previous 13F +52,942 shares

    1.01% of the 13F portfolio, value $1,752,776.

    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 9,949 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,036,000.

    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).