Wilson & Boucher Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wilson & Boucher Capital Management, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Wilson & Boucher Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 9,230 shares of SCHM stock, worth $273,946. This represents 0.53% of its overall portfolio holdings.

Number of Shares
9,230
Previous 9,330 1.07%
Holding current value
$273,946
Previous $726 Million 5.61%
% of portfolio
0.53%
Previous 0.56%

Shares

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

Nov 15, 2024
SELL
$75.47 - $83.18 $7,547 - $8,318
-100 Reduced 1.07%
9,230 $767 Million
Q3 2023

Nov 15, 2023
BUY
$66.75 - $73.98 $6,675 - $7,398
100 Added 1.08%
9,330 $631 Million
Q4 2022

Jan 10, 2023
BUY
$61.05 - $69.94 $12,210 - $13,988
200 Added 2.21%
9,230 $606,000
Q3 2022

Oct 21, 2022
BUY
$60.5 - $72.51 $12,100 - $14,502
200 Added 2.27%
9,030 $547,000
Q1 2022

Apr 12, 2022
SELL
$70.66 - $80.89 $35,330 - $40,445
-500 Reduced 5.36%
8,830 $670,000
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $709,173 - $778,028
9,330 New
9,330 $750,000

Others Institutions Holding SCHM

# of Institutions
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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