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Wilson & Boucher Capital Management, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilson & Boucher Capital Management, LLC on SCHB, newest first. How the timeline and the estimate are built.

Wilson & Boucher Capital Management, LLC held 253,826 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,826 shares
    Change vs previous 13F -6,349 shares

    4.31% of the 13F portfolio, value $7,350,788.

    13F-HR 0001903579-26-000003 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 260,175 shares
    Change vs previous 13F -1,129 shares

    4.33% of the 13F portfolio, value $6,530,393.

    13F-HR 0001903579-26-000002 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 261,304 shares
    Change vs previous 13F +1,400 shares

    4.5% of the 13F portfolio, value $6,854,016.

    13F-HR 0001903579-26-000001 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 259,904 shares
    Change vs previous 13F -3,539 shares

    4.39% of the 13F portfolio, value $6,682,128.

    13F-HR 0001903579-25-000003 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 263,443 shares
    Change vs previous 13F +4,635 shares

    4.38% of the 13F portfolio, value $6,277,853.

    13F-HR 0001095449-25-000050 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 258,808 shares
    Change vs previous 13F -24,324 shares

    4.15% of the 13F portfolio, value $5,572,130.

    13F-HR 0001095449-25-000040 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 283,132 shares
    Change vs previous 13F +189,038 shares

    4.55% of the 13F portfolio, value $6,427,106.

    13F-HR 0001095449-25-000017 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 94,094 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $6,259,137.

    13F-HR 0001095449-24-000095 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).