Kohmann Bosshard Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155M | Buy |
6,335,445
+153,842
| +2% | +$3.76M | 17.27% | 1 |
|
|
2025
Q1 | $136M | Buy |
6,181,603
+304,048
| +5% | +$6.68M | 16.03% | 1 |
|
|
2024
Q4 | $136M | Buy |
5,877,555
+417,864
| +8% | +$9.69M | 16.35% | 1 |
|
|
2024
Q3 | $123M | Buy |
5,459,691
+314,580
| +6% | +$7.11M | 15.33% | 1 |
|
|
2024
Q2 | $110M | Buy |
5,145,111
+1,715,352
| +50% | +$36.7M | 14.83% | 1 |
|
|
2024
Q1 | $71M | Buy |
3,429,759
+1,012,683
| +42% | +$20.9M | 9.88% | 1 |
|
|
2023
Q4 | $45.4M | Buy |
2,417,076
+275,046
| +13% | +$5.17M | 6.92% | 2 |
|
|
2023
Q3 | $36.1M | Buy |
2,142,030
+276,774
| +15% | +$4.67M | 6.22% | 2 |
|
|
2023
Q2 | $32.6M | Buy |
1,865,256
+104,979
| +6% | +$1.83M | 5.61% | 3 |
|
|
2023
Q1 | $28.4M | Buy |
1,760,277
+8,934
| +0.5% | +$144K | 5.33% | 3 |
|
|
2022
Q4 | $26.4M | Sell |
1,751,343
-174,174
| -9% | -$2.62M | 5.25% | 3 |
|
|
2022
Q3 | $27.2M | Sell |
1,925,517
-117,867
| -6% | -$1.66M | 6.03% | 3 |
|
|
2022
Q2 | $30.4M | Sell |
2,043,384
-401,841
| -16% | -$5.98M | 6.72% | 2 |
|
|
2022
Q1 | $43.9M | Buy |
2,445,225
+42,579
| +2% | +$764K | 8.61% | 1 |
|
|
2021
Q4 | $45.9M | Buy |
2,402,646
+94,764
| +4% | +$1.81M | 9.21% | 1 |
|
|
2021
Q3 | $40M | Buy |
2,307,882
+112,884
| +5% | +$1.96M | 8.77% | 1 |
|
|
2021
Q2 | $38M | Buy |
2,194,998
+88,590
| +4% | +$1.54M | 8.73% | 1 |
|
|
2021
Q1 | $33.7M | Buy |
2,106,408
+336,570
| +19% | +$5.39M | 9.06% | 1 |
|
|
2020
Q4 | $27.6M | Sell |
1,769,838
-309,348
| -15% | -$4.82M | 8.59% | 2 |
|
|
2020
Q3 | $27.9M | Sell |
2,079,186
-36,822
| -2% | -$495K | 10.12% | 1 |
|
|
2020
Q2 | $26.1M | Buy |
2,116,008
+343,464
| +19% | +$4.24M | 9.7% | 1 |
|
|
2020
Q1 | $18.1M | Sell |
1,772,544
-400,458
| -18% | -$4.09M | 7.96% | 2 |
|
|
2019
Q4 | $27.8M | Buy |
2,173,002
+26,058
| +1% | +$334K | 10.25% | 1 |
|
|
2019
Q3 | $25.4M | Buy |
2,146,944
+93,840
| +5% | +$1.11M | 9.97% | 1 |
|
|
2019
Q2 | $24M | Buy |
2,053,104
+247,368
| +14% | +$2.89M | 10.04% | 1 |
|
|
2019
Q1 | $20.3M | Buy |
1,805,736
+169,194
| +10% | +$1.91M | 9.62% | 1 |
|
|
2018
Q4 | $16.3M | Buy |
1,636,542
+73,026
| +5% | +$727K | 8.82% | 1 |
|
|
2018
Q3 | $18.1M | Buy |
1,563,516
+47,070
| +3% | +$546K | 8.95% | 2 |
|
|
2018
Q2 | $16.4M | Buy |
1,516,446
+62,058
| +4% | +$672K | 9.27% | 2 |
|
|
2018
Q1 | $15.3M | Buy |
1,454,388
+92,970
| +7% | +$977K | 9.12% | 2 |
|
|
2017
Q4 | $14.5M | Buy |
1,361,418
+59,220
| +5% | +$630K | 9.29% | 2 |
|
|
2017
Q3 | $13M | Buy |
+1,302,198
| New | +$13M | 9.16% | 2 |
|
|
2017
Q1 | $9.63M | Buy |
1,026,552
+14,490
| +1% | +$136K | 8.19% | 2 |
|
|
2016
Q4 | $9.23M | Buy |
+1,012,062
| New | +$9.23M | 8.59% | 2 |
|