Kohmann Bosshard Financial Services’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
69,055
-1,891
-3% -$51.7K 0.21% 50
2025
Q1
$1.8M Sell
70,946
-128,728
-64% -$3.27M 0.21% 52
2024
Q4
$4.62M Sell
199,674
-110,182
-36% -$2.55M 0.55% 29
2024
Q3
$8.11M Sell
309,856
-13,502
-4% -$353K 1.01% 23
2024
Q2
$7.62M Sell
323,358
-191,190
-37% -$4.51M 1.03% 24
2024
Q1
$12.5M Sell
514,548
-49,769
-9% -$1.21M 1.74% 17
2023
Q4
$13.9M Sell
564,317
-8,377
-1% -$206K 2.11% 15
2023
Q3
$13.2M Buy
572,694
+20,030
+4% +$461K 2.27% 15
2023
Q2
$13.2M Buy
552,664
+17,115
+3% +$410K 2.28% 15
2023
Q1
$12.7M Buy
535,549
+7,700
+1% +$182K 2.38% 15
2022
Q4
$11.8M Sell
527,849
-12,939
-2% -$290K 2.36% 15
2022
Q3
$10.8M Buy
540,788
+48,483
+10% +$970K 2.4% 13
2022
Q2
$11.1M Buy
+492,305
New +$11.1M 2.45% 10