Number of Shares
5,150.00
Current Holdings Value*
$219,340.00
% of Portfolio
0.15%
Total Estimate Gain
$18,247.00
% of Total Estimate Gain
1.95%

Wilson & Boucher Capital Management, LLC's Schwab International Small-Cap Equity ETF Holding Summary

As of 2025-06-30, Wilson & Boucher Capital Management, LLC held 5,150.00 shares of Schwab International Small-Cap Equity ETF(SCHC), totaling $219,340.00. This investment constitutes 0.15% of their stock portfolio, and Wilson & Boucher Capital Management, LLC now holds 0% of the outstanding Schwab International Small-Cap Equity ETF(SCHC) stock.

The initial trade took place in 2021Q4. And since then Wilson & Boucher Capital Management, LLC has made 6 purchases of SCHC, at an average price of $36.22, for a total of 25,850.00 shares. In addition, there have been 4 sales at an average price of $35.19 for 20,700.00 shares. Based on historical transaction data and SCHC's current price of $43.90, Wilson & Boucher Capital Management, LLC's estimated gain on his SCHC holdings is $18,247.00, reflecting a 1.95% gain to date.

Wilson & Boucher Capital Management, LLC SCHC ($43.90) Holding Chart

Wilson & Boucher Capital Management, LLC SCHC ($43.90) 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 %

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