Kohmann Bosshard Financial Services’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
121,679
+4,746
| +4% | +$100K | 0.29% | 38 |
|
|
2025
Q1 | $2.52M | Buy |
116,933
+3,901
| +3% | +$83.9K | 0.3% | 38 |
|
|
2024
Q4 | $2.38M | Sell |
113,032
-6,268
| -5% | -$132K | 0.29% | 41 |
|
|
2024
Q3 | $2.76M | Buy |
119,300
+356
| +0.3% | +$8.25K | 0.34% | 38 |
|
|
2024
Q2 | $2.38M | Sell |
118,944
-7,165
| -6% | -$143K | 0.32% | 43 |
|
|
2024
Q1 | $2.56M | Buy |
126,109
+3,534
| +3% | +$71.7K | 0.36% | 42 |
|
|
2023
Q4 | $2.54M | Buy |
122,575
+28,453
| +30% | +$589K | 0.39% | 43 |
|
|
2023
Q3 | $1.67M | Sell |
94,122
-11,271
| -11% | -$200K | 0.29% | 55 |
|
|
2023
Q2 | $2.06M | Sell |
105,393
-3,807
| -3% | -$74.4K | 0.35% | 44 |
|
|
2023
Q1 | $2.13M | Sell |
109,200
-9,743
| -8% | -$190K | 0.4% | 41 |
|
|
2022
Q4 | $2.29M | Buy |
118,943
+29,758
| +33% | +$574K | 0.46% | 39 |
|
|
2022
Q3 | $1.67M | Buy |
89,185
+38,195
| +75% | +$714K | 0.37% | 44 |
|
|
2022
Q2 | $1.08M | Buy |
50,990
+6,922
| +16% | +$146K | 0.24% | 54 |
|
|
2022
Q1 | $1.1M | Sell |
44,068
-846
| -2% | -$21.1K | 0.22% | 53 |
|
|
2021
Q4 | $1.16M | Sell |
44,914
-136
| -0.3% | -$3.52K | 0.23% | 53 |
|
|
2021
Q3 | $1.03M | Sell |
45,050
-84
| -0.2% | -$1.92K | 0.23% | 52 |
|
|
2021
Q2 | $1.03M | Sell |
45,134
-5,848
| -11% | -$134K | 0.24% | 51 |
|
|
2021
Q1 | $1.05M | Sell |
50,982
-29,204
| -36% | -$600K | 0.28% | 45 |
|
|
2020
Q4 | $1.51M | Sell |
80,186
-248,762
| -76% | -$4.69M | 0.47% | 40 |
|
|
2020
Q3 | $5.82M | Sell |
328,948
-9,026
| -3% | -$160K | 2.11% | 17 |
|
|
2020
Q2 | $5.95M | Sell |
337,974
-30,574
| -8% | -$538K | 2.21% | 16 |
|
|
2020
Q1 | $6.03M | Sell |
368,548
-57,762
| -14% | -$946K | 2.65% | 12 |
|
|
2019
Q4 | $9.8M | Buy |
426,310
+15,842
| +4% | +$364K | 3.61% | 9 |
|
|
2019
Q3 | $9.68M | Buy |
410,468
+33,878
| +9% | +$799K | 3.8% | 9 |
|
|
2019
Q2 | $8.37M | Buy |
376,590
+36,166
| +11% | +$804K | 3.5% | 9 |
|
|
2019
Q1 | $7.56M | Buy |
340,424
+12,576
| +4% | +$279K | 3.57% | 9 |
|
|
2018
Q4 | $6.31M | Sell |
327,848
-1,228
| -0.4% | -$23.6K | 3.42% | 10 |
|
|
2018
Q3 | $6.87M | Buy |
329,076
+24,612
| +8% | +$514K | 3.39% | 10 |
|
|
2018
Q2 | $6.36M | Buy |
304,464
+27,346
| +10% | +$571K | 3.59% | 10 |
|
|
2018
Q1 | $5.3M | Buy |
277,118
+31,820
| +13% | +$609K | 3.16% | 10 |
|
|
2017
Q4 | $5.11M | Buy |
245,298
+7,708
| +3% | +$160K | 3.28% | 10 |
|
|
2017
Q3 | $4.89M | Buy |
+237,590
| New | +$4.89M | 3.43% | 10 |
|
|
2017
Q1 | $3.82M | Buy |
187,278
+9,404
| +5% | +$192K | 3.25% | 9 |
|
|
2016
Q4 | $3.65M | Buy |
+177,874
| New | +$3.65M | 3.39% | 9 |
|