Kohmann Bosshard Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
12,658
-93,582
| -88% | -$2.23M | 0.03% | 150 |
|
|
2025
Q1 | $2.29M | Sell |
106,240
-14,000
| -12% | -$301K | 0.27% | 41 |
|
|
2024
Q4 | $2.73M | Sell |
120,240
-1,980
| -2% | -$44.9K | 0.33% | 38 |
|
|
2024
Q3 | $2.71M | Sell |
122,220
-3,702
| -3% | -$82.1K | 0.34% | 39 |
|
|
2024
Q2 | $2.64M | Sell |
125,922
-31,500
| -20% | -$660K | 0.36% | 38 |
|
|
2024
Q1 | $3.2M | Buy |
157,422
+3,594
| +2% | +$73.1K | 0.45% | 39 |
|
|
2023
Q4 | $2.85M | Sell |
153,828
-549
| -0.4% | -$10.2K | 0.43% | 40 |
|
|
2023
Q3 | $2.57M | Buy |
154,377
+8,166
| +6% | +$136K | 0.44% | 37 |
|
|
2023
Q2 | $2.52M | Buy |
146,211
+133,086
| +1,014% | +$2.29M | 0.43% | 39 |
|
|
2023
Q1 | $209K | Buy |
+13,125
| New | +$209K | 0.04% | 153 |
|
|
2022
Q4 | – | Sell |
-18,624
| Closed | -$261K | – | 164 |
|
|
2022
Q3 | $261K | Hold |
18,624
| – | – | 0.06% | 108 |
|
|
2022
Q2 | $274K | Sell |
18,624
-1,338
| -7% | -$19.7K | 0.06% | 106 |
|
|
2022
Q1 | $355K | Sell |
19,962
-6
| -0% | -$107 | 0.07% | 91 |
|
|
2021
Q4 | $376K | Sell |
19,968
-3,462
| -15% | -$65.2K | 0.08% | 79 |
|
|
2021
Q3 | $406K | Hold |
23,430
| – | – | 0.09% | 74 |
|
|
2021
Q2 | $407K | Hold |
23,430
| – | – | 0.09% | 73 |
|
|
2021
Q1 | $378K | Hold |
23,430
| – | – | 0.1% | 71 |
|
|
2020
Q4 | $355K | Sell |
23,430
-4,140
| -15% | -$62.7K | 0.11% | 73 |
|
|
2020
Q3 | $366K | Buy |
27,570
+4,332
| +19% | +$57.5K | 0.13% | 70 |
|
|
2020
Q2 | $285K | Sell |
23,238
-6
| -0% | -$74 | 0.11% | 78 |
|
|
2020
Q1 | $234K | Hold |
23,244
| – | – | 0.1% | 75 |
|
|
2019
Q4 | $298K | Hold |
23,244
| – | – | 0.11% | 64 |
|
|
2019
Q3 | $275K | Buy |
23,244
+6
| +0% | +$71 | 0.11% | 64 |
|
|
2019
Q2 | $273K | Sell |
23,238
-3,522
| -13% | -$41.4K | 0.11% | 65 |
|
|
2019
Q1 | $304K | Hold |
26,760
| – | – | 0.14% | 60 |
|
|
2018
Q4 | $267K | Hold |
26,760
| – | – | 0.14% | 60 |
|
|
2018
Q3 | $314K | Hold |
26,760
| – | – | 0.16% | 52 |
|
|
2018
Q2 | $294K | Hold |
26,760
| – | – | 0.17% | 51 |
|
|
2018
Q1 | $285K | Hold |
26,760
| – | – | 0.17% | 52 |
|
|
2017
Q4 | $288K | Sell |
26,760
-17,076
| -39% | -$184K | 0.18% | 55 |
|
|
2017
Q3 | $445K | Buy |
+43,836
| New | +$445K | 0.31% | 45 |
|