Bush Investment Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Bush Investment Group, LLC
- $125 Billion
- Q3 2024
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 38,288 shares of SCHZ stock, worth $869,903. This represents 1.45% of its overall portfolio holdings.
Number of Shares
38,288
Previous 36,907
3.74%
Holding current value
$869,903
Previous $1.68 Billion
8.16%
% of portfolio
1.45%
Previous 1.44%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio