Wilson & Boucher Capital Management »

Schwab Strategic Tr us lrg cap etf shares owned by Wilson & Boucher Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Wilson & Boucher Capital Management from 13F filings

Historical chart of Wilson & Boucher Capital Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Wilson & Boucher Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Wilson & Boucher Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $191k 2.8k 67.84
2023-06-30 $149k 2.8k 52.36

More positions owned by Wilson & Boucher Capital Management

Vanguard Total Stock Mkt ETF Common (VTI)
Apple Common (AAPL)
Novo Nordisk A/S ADR Fmly Novo Common (NVO)
Schwab US Broad Market ETF Common (SCHB)
Vanguard Index Small Cap ETF Common (VB)
Vanguard Mid Cap Index ETF Common (VO)
Vanguard FTSE All-World Ex-US Common (VEU)
Microsoft Common (MSFT)
Stryker Common (SYK)
Vanguard Dividend Appreciation Common (VIG)
Vanguard Index Growth ETF Common (VUG)
Vanguard Value ETF Common (VTV)
Oracle Common (ORCL)
SPDR Utilities Select ETF Common (XLU)
Caterpillar Common (CAT)

View all positions for Wilson & Boucher Capital Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Sage Financial
Us Bancorp
Mercer Global Advisors
Sei Investments
HBK Sorce Advisory
McAdam
Northwestern Mutual Wealth Management Company
HPM Partners
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
UBS Group
Envestnet Asset Management
Campbell Wealth Management

View all funds holding Schwab Strategic Tr us lrg cap etf