Bush Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bush Investment Group’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12M	Buy	387,417 +8,125	+2%	+$259K	6.55%	4
2025 Q4	$11.4M	Buy	379,292 +2,271	+0.6%	+$67.7K	6.38%	4
2025 Q3	$11.2M	Buy	377,021 +15,509	+4%	+$451K	6.62%	4
2025 Q2	$10.1M	Sell	361,512 -8,478	-2%	-$224K	6.81%	4
2025 Q1	$9.69M	Sell	369,990 -15,939	-4%	-$444K	7.3%	4
2024 Q4	$10.7M	Buy	385,929 +792	+0.2%	+$22.6K	8.35%	4
2024 Q3	$10.7M	Buy	385,137 +2,019	+0.5%	+$53.7K	8.53%	4
2024 Q2	$9.94M	Buy	383,118 +2,445	+0.6%	+$64K	8.53%	4
2024 Q1	$10.3M	Buy	380,673 +4,614	+1%	+$118K	9.13%	4
2023 Q4	$9.35M	Buy	+376,059	New	+$8.62M	8.63%	5

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bush Investment Group's SCHM Position: Q1 2026 in Review

Bush Investment Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q1 2026, buying an estimated $259K and bringing the position to 387,417 shares worth $12M. The position accounts for 6.55% of the portfolio, ranked #4.

Bush Investment Group first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. 1,014 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Bush Investment Group held 387,417 shares of Schwab US Mid-Cap ETF worth $12M as of Q1 2026.
Bush Investment Group bought 8,125 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $259K.
Schwab US Mid-Cap ETF made up 6.55% of Bush Investment Group's portfolio in Q1 2026, its #4 holding.
Bush Investment Group first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,014 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.