Kohmann Bosshard Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Buy |
1,246,241
+10,425
| +0.8% | +$278K | 3.71% | 6 |
|
|
2025
Q1 | $33.2M | Buy |
1,235,816
+52,973
| +4% | +$1.42M | 3.92% | 6 |
|
|
2024
Q4 | $30.6M | Buy |
1,182,843
+79,975
| +7% | +$2.07M | 3.67% | 6 |
|
|
2024
Q3 | $29.6M | Buy |
1,102,868
+38,094
| +4% | +$1.02M | 3.67% | 7 |
|
|
2024
Q2 | $27.7M | Buy |
1,064,774
+372,256
| +54% | +$9.68M | 3.73% | 7 |
|
|
2024
Q1 | $18.1M | Buy |
692,518
+249,662
| +56% | +$6.51M | 2.51% | 10 |
|
|
2023
Q4 | $11.6M | Buy |
442,856
+83,832
| +23% | +$2.19M | 1.76% | 20 |
|
|
2023
Q3 | $9.06M | Buy |
359,024
+22,106
| +7% | +$558K | 1.56% | 23 |
|
|
2023
Q2 | $8.83M | Buy |
336,918
+28,226
| +9% | +$740K | 1.52% | 23 |
|
|
2023
Q1 | $8.29M | Buy |
308,692
+12,574
| +4% | +$338K | 1.56% | 22 |
|
|
2022
Q4 | $7.67M | Sell |
296,118
-65,086
| -18% | -$1.69M | 1.53% | 21 |
|
|
2022
Q3 | $9.36M | Buy |
361,204
+15,302
| +4% | +$396K | 2.07% | 17 |
|
|
2022
Q2 | $9.65M | Sell |
345,902
-14,896
| -4% | -$416K | 2.13% | 17 |
|
|
2022
Q1 | $11M | Buy |
360,798
+9,688
| +3% | +$294K | 2.15% | 17 |
|
|
2021
Q4 | $11.1M | Buy |
351,110
+21,002
| +6% | +$662K | 2.22% | 17 |
|
|
2021
Q3 | $10.3M | Buy |
330,108
+16,860
| +5% | +$528K | 2.26% | 14 |
|
|
2021
Q2 | $9.79M | Buy |
313,248
+14,426
| +5% | +$451K | 2.25% | 14 |
|
|
2021
Q1 | $9.14M | Buy |
298,822
+19,252
| +7% | +$589K | 2.46% | 11 |
|
|
2020
Q4 | $8.76M | Buy |
279,570
+22,200
| +9% | +$695K | 2.73% | 11 |
|
|
2020
Q3 | $7.93M | Buy |
257,370
+1,546
| +0.6% | +$47.6K | 2.87% | 10 |
|
|
2020
Q2 | $7.68M | Sell |
255,824
-8,922
| -3% | -$268K | 2.85% | 10 |
|
|
2020
Q1 | $7.61M | Sell |
264,746
-21,548
| -8% | -$620K | 3.35% | 9 |
|
|
2019
Q4 | $8.11M | Buy |
286,294
+438
| +0.2% | +$12.4K | 2.99% | 11 |
|
|
2019
Q3 | $8.11M | Buy |
285,856
+17,724
| +7% | +$503K | 3.19% | 11 |
|
|
2019
Q2 | $7.55M | Buy |
268,132
+26,976
| +11% | +$759K | 3.16% | 11 |
|
|
2019
Q1 | $6.63M | Sell |
241,156
-1,972
| -0.8% | -$54.2K | 3.13% | 10 |
|
|
2018
Q4 | $6.47M | Sell |
243,128
-132,502
| -35% | -$3.53M | 3.51% | 9 |
|
|
2018
Q3 | $10.1M | Buy |
375,630
+42,206
| +13% | +$1.14M | 5% | 7 |
|
|
2018
Q2 | $9.15M | Buy |
333,424
+14,952
| +5% | +$411K | 5.17% | 6 |
|
|
2018
Q1 | $8.74M | Buy |
318,472
+31,982
| +11% | +$878K | 5.21% | 5 |
|
|
2017
Q4 | $7.94M | Buy |
286,490
+42,868
| +18% | +$1.19M | 5.1% | 6 |
|
|
2017
Q3 | $6.73M | Buy |
+243,622
| New | +$6.73M | 4.73% | 7 |
|
|
2017
Q1 | $5.23M | Buy |
188,450
+12,568
| +7% | +$349K | 4.45% | 7 |
|
|
2016
Q4 | $4.85M | Buy |
+175,882
| New | +$4.85M | 4.51% | 7 |
|