Bush Investment Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Bush Investment Group, LLC
- $149 Billion
- Q2 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 361,512 shares of SCHM stock, worth $10.3 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
361,512
Previous 369,990
2.29%
Holding current value
$10.3 Million
Previous $9.69 Billion
4.61%
% of portfolio
6.81%
Previous 7.3%
Shares
7 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$821 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$233 Million0.18% of portfolio