Bush Investment Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Bush Investment Group, LLC
- $125 Billion
- Q3 2024
A detailed history of Bush Investment Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Bush Investment Group, LLC holds 128,379 shares of SCHM stock, worth $3.57 Million. This represents 8.53% of its overall portfolio holdings.
Number of Shares
128,379
Previous 127,706
0.53%
Holding current value
$3.57 Million
Previous $9.94 Billion
7.32%
% of portfolio
8.53%
Previous 8.53%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio