Wilson & Boucher Capital Management, LLC Schwab Strategic Tr Us Small C Transaction History
Wilson & Boucher Capital Management, LLC
- $131 Billion
- Q2 2024
A detailed history of Wilson & Boucher Capital Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 24,601 shares of SCHA stock, worth $1.22 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
24,601
Previous 22,126
11.19%
Holding current value
$1.22 Million
Previous $1.09 Billion
7.14%
% of portfolio
0.89%
Previous 0.86%
Shares
11 transactions
Others Institutions Holding SCHA
# of Institutions
1,118Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.33 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$594 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$523 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$366 Million0.51% of portfolio