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 |
|