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 $269,516. This represents 0.53% of its overall portfolio holdings.

Number of Shares
9,230
Previous 9,330 1.07%
Holding current value
$269,516
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
956
Shares Held
138M
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
Track This Portfolio

Track Wilson & Boucher Capital Management, LLC Portfolio

Follow Wilson & Boucher Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilson & Boucher Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilson & Boucher Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email