Wilson & Boucher Capital Management, LLC Schwab Strategic Tr Us Small C Transaction History

Wilson & Boucher Capital Management, LLC

  • $145 Billion
  • Q3 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 23,505 shares of SCHA stock, worth $598,437. This represents 0.83% of its overall portfolio holdings.

Number of Shares
23,505
Previous 24,601 4.46%
Holding current value
$598,437
Previous $1.17 Billion 3.7%
% of portfolio
0.83%
Previous 0.89%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024
SELL
$46.9 - $51.96 $51,402 - $56,948
-1,096 Reduced 4.46%
23,505 $1.21 Billion
Q2 2024

Aug 14, 2024
BUY
$45.24 - $49.04 $111,969 - $121,374
2,475 Added 11.19%
24,601 $1.17 Billion
Q1 2024

Apr 30, 2024
BUY
$44.84 - $49.24 $68,246 - $74,943
1,522 Added 7.39%
22,126 $1.09 Billion
Q4 2023

Feb 09, 2024
BUY
$38.13 - $48.02 $152 - $192
4 Added 0.02%
20,604 $973 Million
Q3 2023

Nov 15, 2023
BUY
$40.85 - $46.1 $8,251 - $9,312
202 Added 0.99%
20,600 $853 Million
Q2 2023

Aug 09, 2023
SELL
$39.91 - $43.82 $11,853 - $13,014
-297 Reduced 1.44%
20,398 $893 Million
Q1 2023

May 11, 2023
BUY
$39.82 - $46.36 $79 - $92
2 Added 0.01%
20,695 $868 Million
Q4 2022

Jan 10, 2023
BUY
$38.25 - $43.54 $44,637 - $50,811
1,167 Added 5.98%
20,693 $838,000
Q3 2022

Oct 21, 2022
BUY
$37.65 - $45.9 $8,998 - $10,970
239 Added 1.24%
19,526 $738,000
Q2 2022

Jul 15, 2022
SELL
$37.88 - $48.01 $27,576 - $34,951
-728 Reduced 3.64%
19,287 $752,000
Q1 2022

Apr 12, 2022
BUY
$44.42 - $51.73 $453,439 - $528,059
10,208 Added 104.09%
20,015 $948,000
Q4 2021

Feb 14, 2022
BUY
$48.64 - $55.07 $477,012 - $540,071
9,807 New
9,807 $1 Million

Others Institutions Holding SCHA

# of Institutions
1,148
Shares Held
145M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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