Kohmann Bosshard Financial Services’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Hold |
61,008
| – | – | 0.2% | 51 |
|
|
2025
Q1 | $1.64M | Hold |
61,008
| – | – | 0.19% | 57 |
|
|
2024
Q4 | $1.73M | Hold |
61,008
| – | – | 0.21% | 56 |
|
|
2024
Q3 | $1.69M | Buy |
61,008
+2
| +0% | +$55 | 0.21% | 56 |
|
|
2024
Q2 | $1.6M | Buy |
61,006
+376
| +0.6% | +$9.84K | 0.21% | 58 |
|
|
2024
Q1 | $1.54M | Hold |
60,630
| – | – | 0.21% | 61 |
|
|
2023
Q4 | $1.4M | Hold |
60,630
| – | – | 0.21% | 65 |
|
|
2023
Q3 | $1.25M | Hold |
60,630
| – | – | 0.22% | 64 |
|
|
2023
Q2 | $1.3M | Sell |
60,630
-110
| -0.2% | -$2.35K | 0.22% | 62 |
|
|
2023
Q1 | $1.2M | Buy |
60,740
+110
| +0.2% | +$2.17K | 0.23% | 64 |
|
|
2022
Q4 | $1.12M | Hold |
60,630
| – | – | 0.22% | 64 |
|
|
2022
Q3 | $1.05M | Sell |
60,630
-4,530
| -7% | -$78.4K | 0.23% | 59 |
|
|
2022
Q2 | $1.19M | Buy |
65,160
+4,530
| +7% | +$82.6K | 0.26% | 50 |
|
|
2022
Q1 | $1.34M | Hold |
60,630
| – | – | 0.26% | 50 |
|
|
2021
Q4 | $1.41M | Hold |
60,630
| – | – | 0.28% | 48 |
|
|
2021
Q3 | $1.29M | Buy |
+60,630
| New | +$1.29M | 0.28% | 45 |
|