Wilson & Boucher Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Buy |
263,443
+4,635
| +2% | +$110K | 4.38% | 3 |
|
|
2025
Q1 | $5.57M | Sell |
258,808
-24,324
| -9% | -$524K | 4.15% | 3 |
|
|
2024
Q4 | $6.43M | Buy |
283,132
+850
| +0.3% | +$19.3K | 4.55% | 3 |
|
|
2024
Q3 | $6.26M | Buy |
282,282
+1,725
| +0.6% | +$38.2K | 4.31% | 4 |
|
|
2024
Q2 | $5.88M | Buy |
280,557
+14,145
| +5% | +$296K | 4.51% | 4 |
|
|
2024
Q1 | $5.42M | Buy |
266,412
+6,660
| +3% | +$136K | 4.27% | 4 |
|
|
2023
Q4 | $4.82M | Buy |
259,752
+3,300
| +1% | +$61.2K | 4.06% | 4 |
|
|
2023
Q3 | $4.26M | Buy |
256,452
+3,828
| +2% | +$63.6K | 4.05% | 4 |
|
|
2023
Q2 | $4.35M | Sell |
252,624
-147
| -0.1% | -$2.53K | 3.92% | 4 |
|
|
2023
Q1 | $4.03M | Sell |
252,771
-4,431
| -2% | -$70.7K | 3.88% | 4 |
|
|
2022
Q4 | $3.84M | Buy |
257,202
+7,245
| +3% | +$108K | 3.94% | 3 |
|
|
2022
Q3 | $3.5M | Buy |
249,957
+11,100
| +5% | +$155K | 4.07% | 3 |
|
|
2022
Q2 | $3.52M | Sell |
238,857
-3,600
| -1% | -$53K | 3.86% | 3 |
|
|
2022
Q1 | $4.32M | Buy |
242,457
+8,097
| +3% | +$144K | 3.91% | 3 |
|
|
2021
Q4 | $4.41M | Buy |
+234,360
| New | +$4.41M | 3.98% | 3 |
|