Bush Investment Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Bush Investment Group, LLC

$133 Billion
Q1 2025

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 369,990 shares of SCHM stock, worth $10.1 Million. This represents 7.3% of its overall portfolio holdings.

Number of Shares

369,990

Previous 385,929 4.13%

Holding current value

$10.1 Million

Previous $10.7 Billion 9.35%

% of portfolio

7.3%

Previous 8.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$25.58 - $29.24 $407,719 - $466,056	-15,939 Reduced 4.13%	369,990 $9.69 Billion
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $7.09 Million - $21.4 Million	257,550 Added 200.62%	385,929 $10.7 Billion
Q3 2024 Dec 03, 2024	BUY	$75.47 - $83.18 $50,791 - $55,980	673 Added 0.53%	128,379 $10.7 Billion
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

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Bush Investment Group, LLC Schwab Strategic U.S. Mid Cap Transaction History