Bush Investment Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Bush Investment Group, LLC
- $149 Billion
- Q2 2025
A detailed history of Bush Investment Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bush Investment Group, LLC holds 80,931 shares of SCHZ stock, worth $1.87 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
80,931
Previous 83,818
3.44%
Holding current value
$1.87 Million
Previous $1.94 Billion
3.11%
% of portfolio
1.26%
Previous 1.46%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
171MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio