Wilson & Boucher Capital Management, LLC SCHB Holdings History
Wilson & Boucher Capital Management, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Wilson & Boucher Capital Management, LLC held 263,443.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $6.28 Mil. This investment constitutes 4.4% of their stock portfolio, and Wilson & Boucher Capital Management, LLC now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2021Q4. And since then Wilson & Boucher Capital Management, LLC has made 10 purchases of SCHB, at an average price of $32.31, for a total of 290,493.00 shares. In addition, there have been 4 sales at an average price of $25.23 for 27,050.00 shares. Based on historical transaction data and SCHB's current price of $24.28, Wilson & Boucher Capital Management, LLC's estimated gain on his SCHB holdings is $-2.31 Mil, reflecting a -24.58% gain to date.
Wilson & Boucher Capital Management, LLC SCHB ($24.28) Holding Chart
Wilson & Boucher Capital Management, LLC SCHB ($24.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
