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 $474,933. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,895
Previous 18,784
4.73%
Holding current value
$474,933
Previous $548 Million
13.06%
% of portfolio
0.34%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$542 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$496 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$222 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$92.3 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$61.9 Million0.02% of portfolio