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 127,706 shares of SCHM stock, worth $3.79 Million. This represents 8.53% of its overall portfolio holdings.

Number of Shares
127,706
Previous 126,891 0.64%
Holding current value
$3.79 Million
Previous $10.3 Billion 3.81%
% of portfolio
8.53%
Previous 9.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$75.69 - $81.19 $61,687 - $66,169
815 Added 0.64%
127,706 $9.94 Billion
Q1 2024

Jun 13, 2024

BUY
$72.89 - $81.43 $112,104 - $125,239
1,538 Added 1.23%
126,891 $10.3 Billion
Q4 2023

Feb 12, 2024

BUY
$63.01 - $75.95 $7.9 Million - $9.52 Million
125,353 New
125,353 $9.35 Billion

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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