Wilson & Boucher Capital Management, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 93,519 shares of SCHB stock, worth $6.21 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares
93,519
Previous 88,804 5.31%
Holding current value
$6.21 Million
Previous $5.42 Billion 8.45%
% of portfolio
4.51%
Previous 4.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$57.57 - $63.3 $271,442 - $298,459
4,715 Added 5.31%
93,519 $5.88 Billion
Q1 2024

Apr 30, 2024
BUY
$54.61 - $61.05 $121,234 - $135,531
2,220 Added 2.56%
88,804 $5.42 Billion
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $52,371 - $61,500
1,100 Added 1.29%
86,584 $4.82 Billion
Q3 2023

Nov 15, 2023
BUY
$49.59 - $53.57 $63,276 - $68,355
1,276 Added 1.52%
85,484 $4.26 Billion
Q2 2023

Aug 09, 2023
SELL
$47.08 - $51.7 $2,306 - $2,533
-49 Reduced 0.06%
84,208 $4.35 Billion
Q1 2023

May 11, 2023
SELL
$44.47 - $49.23 $65,682 - $72,712
-1,477 Reduced 1.72%
84,257 $4.03 Billion
Q4 2022

Jan 10, 2023
BUY
$41.94 - $47.81 $101,285 - $115,461
2,415 Added 2.9%
85,734 $3.84 Million
Q3 2022

Oct 21, 2022
BUY
$41.99 - $50.63 $155,363 - $187,331
3,700 Added 4.65%
83,319 $3.5 Million
Q2 2022

Jul 15, 2022
SELL
$42.93 - $53.98 $51,516 - $64,775
-1,200 Reduced 1.48%
79,619 $3.52 Million
Q1 2022

Apr 12, 2022
BUY
$49.15 - $56.85 $2.05 Million - $2.37 Million
41,759 Added 106.91%
80,819 $4.32 Million
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $2.03 Million - $2.22 Million
39,060 New
39,060 $4.41 Million

Others Institutions Holding SCHB

# of Institutions
1,147
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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