Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Us Small C Transaction History

Kohmann Bosshard Financial Services, LLC

  • $742 Million
  • Q2 2024

A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 393,777 shares of SCHA stock, worth $19.4 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
393,777
Previous 228,581 72.27%
Holding current value
$19.4 Million
Previous $11.3 Million 66.01%
% of portfolio
2.52%
Previous 1.57%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
BUY
$45.24 - $49.04 $7.47 Million - $8.1 Million
165,196 Added 72.27%
393,777 $18.7 Million
Q1 2024

Apr 16, 2024
BUY
$44.84 - $49.24 $2.82 Million - $3.1 Million
62,924 Added 37.98%
228,581 $11.3 Million
Q4 2023

Jan 08, 2024
BUY
$38.13 - $48.02 $86,516 - $108,957
2,269 Added 1.39%
165,657 $7.83 Million
Q3 2023

Oct 12, 2023
SELL
$40.85 - $46.1 $25,612 - $28,904
-627 Reduced 0.38%
163,388 $6.77 Million
Q2 2023

Aug 14, 2023
SELL
$39.91 - $43.82 $120,129 - $131,898
-3,010 Reduced 1.8%
164,015 $7.18 Million
Q1 2023

Apr 28, 2023
SELL
$39.82 - $46.36 $72,950 - $84,931
-1,832 Reduced 1.08%
167,025 $7 Million
Q4 2022

Jan 26, 2023
SELL
$39.61 - $43.54 $761,858 - $837,448
-19,234 Reduced 10.23%
168,857 $0
Q3 2022

Oct 13, 2022
SELL
N/A
-15,392 Reduced 7.56%
188,091 $7.11 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-104,017 Reduced 33.83%
203,483 $7.93 Million
Q1 2022

Apr 12, 2022
BUY
N/A
222,339 Added 261.08%
307,500 $14.6 Million
Q4 2021

Jan 12, 2022
BUY
N/A
4,184 Added 5.17%
85,161 $8.72 Million
Q3 2021

Oct 12, 2021
BUY
N/A
100 Added 0.12%
80,977 $8.11 Million
Q2 2021

Jul 13, 2021
SELL
N/A
-191 Reduced 0.24%
80,877 $8.43 Million
Q1 2021

May 04, 2021
SELL
N/A
-11,677 Reduced 12.59%
81,068 $8.08 Million
Q4 2020

Jan 21, 2021
SELL
N/A
-106,995 Reduced 53.57%
92,745 $8.25 Million
Q3 2020

Jan 21, 2021
SELL
N/A
-202,176 Reduced 50.3%
199,740 $13.6 Million
Q3 2020

Jan 07, 2021
BUY
N/A
194,453 Added 93.73%
401,916 $27.5 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-10,745 Reduced 4.92%
207,463 $13.6 Million
Q1 2020

Apr 07, 2020
SELL
N/A
-6,974 Reduced 3.1%
218,208 $11.2 Million
Q4 2019

Jan 09, 2020
BUY
N/A
5,494 Added 2.5%
225,182 $17 Million
Q3 2019

Oct 09, 2019
BUY
N/A
19,077 Added 9.51%
219,688 $15.3 Million
Q2 2019

Jul 10, 2019
BUY
N/A
31,446 Added 18.59%
200,611 $14.3 Million
Q1 2019

Apr 02, 2019
BUY
N/A
18,125 Added 12.0%
169,165 $11.8 Million
Q4 2018

Jan 15, 2019
BUY
N/A
3,660 Added 2.48%
151,040 $9.17 Million
Q3 2018

Oct 04, 2018
BUY
N/A
12,025 Added 8.88%
147,380 $11.2 Million
Q2 2018

Jul 11, 2018
BUY
N/A
15,421 Added 12.86%
135,355 $9.96 Million
Q1 2018

Jun 20, 2018
BUY
N/A
16,008 Added 15.4%
119,934 $8.29 Million
Q4 2017

Jan 22, 2018
BUY
N/A
23,461 Added 29.16%
103,926 $7.25 Million
Q3 2017

Oct 24, 2017
BUY
N/A
80,465
80,465 $5.42 Million

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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