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

Wilson & Boucher Capital Management, LLC

$141 Billion
Q4 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 27,390 shares of SCHM stock, worth $762,811. This represents 0.54% of its overall portfolio holdings.

Number of Shares

27,390

Previous 9,230 196.75%

Holding current value

$762,811

Previous $767 Million 1.04%

% of portfolio

0.54%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$27.54 - $83.04 $500,126 - $1.51 Million	18,160 Added 196.75%	27,390 $759 Million
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

1,009

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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