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Disclosery

Midwest Financial Group LLC: SCHZ position timeline

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

Midwest Financial Group LLC held 334,025 SCHZ 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 334,025 shares
    Change vs previous 13F +22,783 shares

    2.71% of the 13F portfolio, value $7,726,006.

    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 311,242 shares
    Change vs previous 13F +8,923 shares

    3.08% of the 13F portfolio, value $7,227,038.

    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 302,319 shares
    Change vs previous 13F +45,409 shares

    3.12% of the 13F portfolio, value $7,065,196.

    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 256,910 shares
    Change vs previous 13F +6,138 shares

    2.87% of the 13F portfolio, value $6,029,683.

    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 250,772 shares
    Change vs previous 13F +39,046 shares

    3.06% of the 13F portfolio, value $5,827,948.

    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 211,726 shares
    Change vs previous 13F +123,407 shares

    2.85% of the 13F portfolio, value $4,903,577.

    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 88,319 shares
    Change vs previous 13F +47,003 shares

    1.15% of the 13F portfolio, value $2,004,836.

    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 41,316 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,963,000.

    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).