Wilson & Boucher Capital Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 17,895 shares of SCHE stock, worth $504,460. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,895
Previous 18,784
4.73%
Holding current value
$504,460
Previous $548 Million
13.06%
% of portfolio
0.34%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$576 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$527 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$236 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$98 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$67 Million0.14% of portfolio