Kohmann Bosshard Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
169,889
+3,000
| +2% | +$87.6K | 0.55% | 29 |
|
|
2025
Q1 | $4.18M | Buy |
166,889
+5,000
| +3% | +$125K | 0.49% | 28 |
|
|
2024
Q4 | $4.51M | Sell |
161,889
-15
| -0% | -$418 | 0.54% | 30 |
|
|
2024
Q3 | $4.22M | Hold |
161,904
| – | – | 0.52% | 31 |
|
|
2024
Q2 | $4.08M | Hold |
161,904
| – | – | 0.55% | 30 |
|
|
2024
Q1 | $3.75M | Sell |
161,904
-600
| -0.4% | -$13.9K | 0.52% | 36 |
|
|
2023
Q4 | $3.37M | Sell |
162,504
-11,748
| -7% | -$244K | 0.51% | 37 |
|
|
2023
Q3 | $3.17M | Buy |
174,252
+5,464
| +3% | +$99.3K | 0.55% | 35 |
|
|
2023
Q2 | $3.16M | Sell |
168,788
-12,264
| -7% | -$230K | 0.55% | 35 |
|
|
2023
Q1 | $2.95M | Sell |
181,052
-1,140
| -0.6% | -$18.6K | 0.55% | 35 |
|
|
2022
Q4 | $2.53M | Sell |
182,192
-42,876
| -19% | -$596K | 0.5% | 38 |
|
|
2022
Q3 | $3.14M | Sell |
225,068
-65,772
| -23% | -$918K | 0.7% | 32 |
|
|
2022
Q2 | $4.22M | Buy |
290,840
+16,744
| +6% | +$243K | 0.93% | 29 |
|
|
2022
Q1 | $5.13M | Buy |
274,096
+42,584
| +18% | +$797K | 1.01% | 24 |
|
|
2021
Q4 | $4.74M | Buy |
231,512
+624
| +0.3% | +$12.8K | 0.95% | 25 |
|
|
2021
Q3 | $4.27M | Buy |
230,888
+24
| +0% | +$444 | 0.94% | 24 |
|
|
2021
Q2 | $4.21M | Buy |
230,864
+171,312
| +288% | +$3.13M | 0.97% | 23 |
|
|
2021
Q1 | $966K | Buy |
+59,552
| New | +$966K | 0.26% | 50 |
|