Kohmann Bosshard Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Buy |
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|
2025
Q1 | $28.4M | Buy |
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|
2024
Q4 | $27M | Buy |
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|
2024
Q3 | $22M | Buy |
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|
2024
Q2 | $18.7M | Buy |
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|
2024
Q1 | $11.3M | Buy |
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|
2023
Q4 | $7.83M | Buy |
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|
2023
Q3 | $6.77M | Sell |
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|
2023
Q2 | $7.18M | Sell |
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|
2023
Q1 | $7M | Sell |
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|
2022
Q4 | $6.84M | Sell |
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|
2022
Q3 | $7.11M | Sell |
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|
2022
Q2 | $7.93M | Sell |
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|
2022
Q1 | $14.6M | Buy |
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|
2021
Q4 | $8.72M | Buy |
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|
2021
Q3 | $8.11M | Buy |
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|
2021
Q2 | $8.43M | Sell |
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|
2021
Q1 | $8.08M | Sell |
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|
2020
Q4 | $8.25M | Sell |
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|
2020
Q3 | $13.6M | Sell |
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|
2020
Q2 | $13.6M | Sell |
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|
2020
Q1 | $11.2M | Sell |
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|
2019
Q4 | $17M | Buy |
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|
2019
Q3 | $15.3M | Buy |
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|
2019
Q2 | $14.3M | Buy |
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|
2019
Q1 | $11.8M | Buy |
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|
2018
Q4 | $9.16M | Buy |
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|
2018
Q3 | $11.2M | Buy |
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|
2018
Q2 | $9.96M | Buy |
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|
2018
Q1 | $8.29M | Buy |
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|
2017
Q4 | $7.25M | Buy |
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|
2017
Q3 | $5.42M | Buy |
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|
2017
Q1 | $3.71M | Buy |
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|
2016
Q4 | $3.51M | Buy |
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