Wilson & Boucher Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
41,327
-396
| -0.9% | -$10K | 0.73% | 39 |
|
|
2025
Q1 | $978K | Sell |
41,723
-3,696
| -8% | -$86.6K | 0.73% | 39 |
|
|
2024
Q4 | $1.17M | Sell |
45,419
-1,591
| -3% | -$41.1K | 0.83% | 34 |
|
|
2024
Q3 | $1.21M | Sell |
47,010
-2,192
| -4% | -$56.4K | 0.83% | 34 |
|
|
2024
Q2 | $1.17M | Buy |
49,202
+4,950
| +11% | +$117K | 0.89% | 33 |
|
|
2024
Q1 | $1.09M | Buy |
44,252
+3,044
| +7% | +$74.9K | 0.86% | 35 |
|
|
2023
Q4 | $973K | Buy |
41,208
+8
| +0% | +$189 | 0.82% | 37 |
|
|
2023
Q3 | $853K | Buy |
41,200
+404
| +1% | +$8.37K | 0.81% | 38 |
|
|
2023
Q2 | $893K | Sell |
40,796
-594
| -1% | -$13K | 0.81% | 36 |
|
|
2023
Q1 | $868K | Buy |
41,390
+4
| +0% | +$84 | 0.83% | 37 |
|
|
2022
Q4 | $838K | Buy |
41,386
+2,334
| +6% | +$47.3K | 0.86% | 40 |
|
|
2022
Q3 | $738K | Buy |
39,052
+478
| +1% | +$9.03K | 0.86% | 42 |
|
|
2022
Q2 | $752K | Sell |
38,574
-1,456
| -4% | -$28.4K | 0.83% | 41 |
|
|
2022
Q1 | $948K | Buy |
40,030
+802
| +2% | +$19K | 0.86% | 40 |
|
|
2021
Q4 | $1M | Buy |
+39,228
| New | +$1M | 0.9% | 37 |
|