Kohmann Bosshard Financial Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Sell |
79,737
-16,987
| -18% | -$1.55M | 0.81% | 23 |
|
|
2025
Q1 | $7.57M | Sell |
96,724
-4,750
| -5% | -$372K | 0.89% | 22 |
|
|
2024
Q4 | $7.51M | Sell |
101,474
-7,387
| -7% | -$547K | 0.9% | 23 |
|
|
2024
Q3 | $7.06M | Buy |
108,861
+263
| +0.2% | +$17K | 0.88% | 26 |
|
|
2024
Q2 | $8M | Sell |
108,598
-4,434
| -4% | -$327K | 1.08% | 22 |
|
|
2024
Q1 | $8.18M | Buy |
113,032
+17,618
| +18% | +$1.27M | 1.14% | 26 |
|
|
2023
Q4 | $6.56M | Buy |
95,414
+1,480
| +2% | +$102K | 1% | 28 |
|
|
2023
Q3 | $5.16M | Buy |
93,934
+2,807
| +3% | +$154K | 0.89% | 29 |
|
|
2023
Q2 | $5.17M | Buy |
91,127
+3,773
| +4% | +$214K | 0.89% | 29 |
|
|
2023
Q1 | $4.58M | Buy |
87,354
+23,852
| +38% | +$1.25M | 0.86% | 31 |
|
|
2022
Q4 | $5.29M | Buy |
63,502
+383
| +0.6% | +$31.9K | 1.05% | 28 |
|
|
2022
Q3 | $4.54M | Sell |
63,119
-14
| -0% | -$1.01K | 1.01% | 28 |
|
|
2022
Q2 | $3.99M | Buy |
63,133
+3,767
| +6% | +$238K | 0.88% | 31 |
|
|
2022
Q1 | $5.01M | Buy |
59,366
+10,244
| +21% | +$864K | 0.98% | 25 |
|
|
2021
Q4 | $4.13M | Sell |
49,122
-1,278
| -3% | -$107K | 0.83% | 28 |
|
|
2021
Q3 | $3.67M | Buy |
50,400
+14,999
| +42% | +$1.09M | 0.8% | 26 |
|
|
2021
Q2 | $2.58M | Sell |
35,401
-4,000
| -10% | -$291K | 0.59% | 34 |
|
|
2021
Q1 | $2.57M | Sell |
39,401
-4,259
| -10% | -$278K | 0.69% | 28 |
|
|
2020
Q4 | $2.32M | Sell |
43,660
-11,909
| -21% | -$632K | 0.72% | 29 |
|
|
2020
Q3 | $2.01M | Buy |
55,569
+160
| +0.3% | +$5.8K | 0.73% | 29 |
|
|
2020
Q2 | $1.87M | Buy |
55,409
+35,495
| +178% | +$1.2M | 0.69% | 28 |
|
|
2020
Q1 | $670K | Sell |
19,914
-1,898
| -9% | -$63.9K | 0.29% | 50 |
|
|
2019
Q4 | $1.04M | Buy |
21,812
+2,898
| +15% | +$138K | 0.38% | 35 |
|
|
2019
Q3 | $791K | Sell |
18,914
-850
| -4% | -$35.5K | 0.31% | 41 |
|
|
2019
Q2 | $794K | Buy |
19,764
+1,500
| +8% | +$60.3K | 0.33% | 40 |
|
|
2019
Q1 | $781K | Buy |
18,264
+10,272
| +129% | +$439K | 0.37% | 40 |
|
|
2018
Q4 | $332K | Buy |
+7,992
| New | +$332K | 0.18% | 53 |
|