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 $3.74 Million. This represents 8.53% of its overall portfolio holdings.
Number of Shares
128,379
Previous 127,706
0.53%
Holding current value
$3.74 Million
Previous $9.94 Billion
7.32%
% of portfolio
8.53%
Previous 8.53%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
955Shares Held
131MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$756 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$286 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$209 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio