Kohmann Bosshard Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $158K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $107K | Sell |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $263K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $105K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $126K | Hold |
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|
2019
Q3 | $119K | Hold |
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|
2019
Q2 | $117K | Buy |
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