Kohmann Bosshard Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Sell |
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|
2025
Q1 | $6.01M | Sell |
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|
2024
Q4 | $7.57M | Sell |
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|
2024
Q3 | $8.65M | Sell |
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|
2024
Q2 | $8.37M | Sell |
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|
2024
Q1 | $12.2M | Sell |
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|
2023
Q4 | $12.3M | Sell |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $10.5M | Buy |
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|
2022
Q4 | $10M | Sell |
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|
2022
Q3 | $9.59M | Buy |
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|
2022
Q2 | $8.76M | Sell |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $10M | Buy |
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|
2021
Q2 | $9.51M | Buy |
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|
2021
Q1 | $8.45M | Buy |
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|
2020
Q4 | $6.75M | Buy |
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|
2020
Q3 | $5.41M | Buy |
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|
2020
Q2 | $5.11M | Buy |
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|
2020
Q1 | $3.99M | Sell |
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|
2019
Q4 | $6.37M | Buy |
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|
2019
Q3 | $5.86M | Buy |
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|
2019
Q2 | $5.51M | Buy |
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|
2019
Q1 | $4.69M | Buy |
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|
2018
Q4 | $3.85M | Sell |
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|
2018
Q3 | $4.69M | Buy |
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|
2018
Q2 | $4.27M | Buy |
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|
2018
Q1 | $3.99M | Buy |
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|
2017
Q4 | $3.96M | Sell |
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|
2017
Q3 | $4.26M | Buy |
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|
2017
Q1 | $3.46M | Buy |
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|
2016
Q4 | $3.11M | Buy |
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