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Wilson & Boucher Capital Management, LLC: SCHW position timeline

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

Wilson & Boucher Capital Management, LLC held 15,235 SCHW 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 15,235 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,405,738.

    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 15,235 shares
    Change vs previous 13F -15 shares

    0.95% of the 13F portfolio, value $1,431,790.

    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 15,250 shares
    Change vs previous 13F -170 shares

    1% of the 13F portfolio, value $1,523,632.

    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 15,420 shares
    Change vs previous 13F -3,480 shares

    0.97% of the 13F portfolio, value $1,472,152.

    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 18,900 shares
    Change vs previous 13F -600 shares

    1.2% of the 13F portfolio, value $1,724,440.

    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 19,500 shares
    Change vs previous 13F -1,400 shares

    1.14% of the 13F portfolio, value $1,526,464.

    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 20,900 shares
    Change vs previous 13F -300 shares

    1.1% of the 13F portfolio, value $1,546,812.

    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 21,200 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,373,975.

    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).