Kohmann Bosshard Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $4.51M | Sell |
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|
2024
Q3 | $4.22M | Hold |
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|
2024
Q2 | $4.08M | Hold |
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|
2024
Q1 | $3.75M | Sell |
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|
2023
Q4 | $3.37M | Sell |
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|
2023
Q3 | $3.17M | Buy |
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|
2023
Q2 | $3.16M | Sell |
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|
2023
Q1 | $2.95M | Sell |
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|
2022
Q4 | $2.53M | Sell |
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|
2022
Q3 | $3.14M | Sell |
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|
2022
Q2 | $4.22M | Buy |
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|
2022
Q1 | $5.13M | Buy |
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|
2021
Q4 | $4.74M | Buy |
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|
2021
Q3 | $4.27M | Buy |
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|
2021
Q2 | $4.21M | Buy |
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|
2021
Q1 | $966K | Buy |
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