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BUSH INVESTMENT GROUP, LLC: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUSH INVESTMENT GROUP, LLC on SCHM, newest first. How the timeline and the estimate are built.

BUSH INVESTMENT GROUP, LLC held 387,417 SCHM shares at 2026-03-31 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 387,417 shares
    Change vs previous 13F +8,125 shares

    6.55% of the 13F portfolio, value $11,994,430.

    13F-HR 0001966640-26-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 379,292 shares
    Change vs previous 13F +2,271 shares

    6.38% of the 13F portfolio, value $11,405,310.

    13F-HR 0001966640-26-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 377,021 shares
    Change vs previous 13F +15,509 shares

    6.62% of the 13F portfolio, value $11,174,902.

    13F-HR 0001966640-25-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 361,512 shares
    Change vs previous 13F -8,478 shares

    6.81% of the 13F portfolio, value $10,140,412.

    13F-HR 0001966640-25-000005 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 369,990 shares
    Change vs previous 13F -15,939 shares

    7.3% of the 13F portfolio, value $9,693,738.

    13F-HR 0001966640-25-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 385,929 shares
    Change vs previous 13F +257,550 shares

    8.35% of the 13F portfolio, value $10,694,093.

    13F-HR 0001966640-25-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 128,379 shares
    Change vs previous 13F +673 shares

    8.53% of the 13F portfolio, value $10,667,011.

    13F-HR 0001966640-24-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 127,706 shares
    Change vs previous 13F not available

    8.53% of the 13F portfolio, value $9,939,358.

    13F-HR 0001966640-24-000004 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).