Kohmann Bosshard Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $342K | Buy |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.73M | Sell |
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|
2024
Q3 | $2.71M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $3.2M | Buy |
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|
2023
Q4 | $2.85M | Sell |
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|
2023
Q3 | $2.57M | Buy |
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|
2023
Q2 | $2.52M | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $376K | Sell |
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|
2021
Q3 | $406K | Hold |
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|
2021
Q2 | $407K | Hold |
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|
2021
Q1 | $378K | Hold |
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|
2020
Q4 | $355K | Sell |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $234K | Hold |
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|
2019
Q4 | $298K | Hold |
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|
2019
Q3 | $275K | Buy |
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|
2019
Q2 | $273K | Sell |
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|
2019
Q1 | $304K | Hold |
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|
2018
Q4 | $267K | Hold |
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|
2018
Q3 | $314K | Hold |
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|
2018
Q2 | $294K | Hold |
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|
2018
Q1 | $285K | Hold |
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|
2017
Q4 | $288K | Sell |
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|
2017
Q3 | $445K | Buy |
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