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
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.61 - $43.54 $46,224 - $50,811
1,167 Added 5.98%
20,693 $838,000
Q3 2022

Oct 21, 2022
BUY
N/A
239 Added 1.24%
19,526 $738,000
Q2 2022

Jul 15, 2022
SELL
N/A
-728 Reduced 3.64%
19,287 $752,000
Q1 2022

Apr 12, 2022
BUY
N/A
10,208 Added 104.09%
20,015 $948,000
Q4 2021

Feb 14, 2022
BUY
N/A
9,807 New
9,807 $1 Million

Others Institutions Holding SCHA

# of Institutions
1,118
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Wilson & Boucher Capital Management, LLC Portfolio

Follow Wilson & Boucher Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilson & Boucher Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilson & Boucher Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email