Wilson & Boucher Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Wilson & Boucher Capital Management, LLC

$141 Billion
Q4 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 283,132 shares of SCHB stock, worth $6.71 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares

283,132

Previous 94,094 200.9%

Holding current value

$6.71 Million

Previous $6.26 Billion 2.68%

% of portfolio

4.55%

Previous 4.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$22.01 - $66.82 $4.16 Million - $12.6 Million	189,038 Added 200.9%	283,132 $6.43 Billion
Q3 2024 Nov 15, 2024	BUY	$59.93 - $66.52 $34,459 - $38,249	575 Added 0.61%	94,094 $6.26 Billion
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

1,258

Shares Held

442M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Wilson & Boucher Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History