Skip to content
Disclosery

BUSH INVESTMENT GROUP, LLC: SCHZ position timeline

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

BUSH INVESTMENT GROUP, LLC held 94,263 SCHZ 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 94,263 shares
    Change vs previous 13F +7,454 shares

    1.2% of the 13F portfolio, value $2,188,787.

    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 86,809 shares
    Change vs previous 13F -1,116 shares

    1.14% of the 13F portfolio, value $2,028,717.

    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 87,925 shares
    Change vs previous 13F +6,994 shares

    1.22% of the 13F portfolio, value $2,063,591.

    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 80,931 shares
    Change vs previous 13F -2,887 shares

    1.26% of the 13F portfolio, value $1,880,828.

    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 83,818 shares
    Change vs previous 13F +2,487 shares

    1.46% of the 13F portfolio, value $1,941,216.

    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 81,331 shares
    Change vs previous 13F +43,043 shares

    1.44% of the 13F portfolio, value $1,846,217.

    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 38,288 shares
    Change vs previous 13F +1,381 shares

    1.45% of the 13F portfolio, value $1,819,429.

    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 36,907 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $1,682,213.

    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).