Kohmann Bosshard Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Kohmann Bosshard Financial Services, LLC

  • $742 Million
  • Q2 2024

A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 107,481 shares of SCHM stock, worth $8.5 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
107,481
Previous 150,331 28.5%
Holding current value
$8.5 Million
Previous $12.2 Million 31.66%
% of portfolio
1.13%
Previous 1.71%

Shares

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

Jul 10, 2024
SELL
$75.69 - $81.19 $3.24 Million - $3.48 Million
-42,850 Reduced 28.5%
107,481 $8.37 Million
Q1 2024

Apr 16, 2024
SELL
$72.89 - $81.43 $975,486 - $1.09 Million
-13,383 Reduced 8.17%
150,331 $12.2 Million
Q4 2023

Jan 08, 2024
SELL
$63.01 - $75.95 $158,470 - $191,014
-2,515 Reduced 1.51%
163,714 $12.3 Million
Q3 2023

Oct 12, 2023
BUY
$66.75 - $73.98 $301,176 - $333,797
4,512 Added 2.79%
166,229 $11.3 Million
Q2 2023

Aug 14, 2023
BUY
$65.29 - $71.03 $425,951 - $463,399
6,524 Added 4.2%
161,717 $11.5 Million
Q1 2023

Apr 28, 2023
BUY
$64.24 - $73.9 $150,064 - $172,630
2,336 Added 1.53%
155,193 $10.5 Million
Q4 2022

Jan 26, 2023
SELL
$64.3 - $69.94 $353,971 - $385,019
-5,505 Reduced 3.48%
152,857 $0
Q3 2022

Oct 13, 2022
BUY
N/A
18,755 Added 13.43%
158,362 $9.59 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-8,564 Reduced 5.78%
139,607 $8.76 Million
Q1 2022

Apr 12, 2022
BUY
N/A
8,019 Added 5.72%
148,171 $11.2 Million
Q4 2021

Jan 12, 2022
BUY
N/A
9,356 Added 7.15%
140,152 $11.3 Million
Q3 2021

Oct 12, 2021
BUY
N/A
9,344 Added 7.69%
130,796 $10 Million
Q2 2021

Jul 13, 2021
BUY
N/A
7,901 Added 6.96%
121,452 $9.51 Million
Q1 2021

May 04, 2021
BUY
N/A
15,441 Added 15.74%
113,551 $8.45 Million
Q4 2020

Jan 21, 2021
BUY
N/A
609 Added 0.62%
98,110 $6.75 Million
Q3 2020

Jan 21, 2021
SELL
N/A
-99,117 Reduced 50.41%
97,501 $5.41 Million
Q3 2020

Jan 07, 2021
BUY
N/A
99,459 Added 102.37%
196,618 $10.9 Million
Q2 2020

Aug 14, 2020
BUY
N/A
2,555 Added 2.7%
97,159 $5.11 Million
Q1 2020

Apr 07, 2020
SELL
N/A
-11,304 Reduced 10.67%
94,604 $3.99 Million
Q4 2019

Jan 09, 2020
BUY
N/A
2,280 Added 2.2%
105,908 $6.37 Million
Q3 2019

Oct 09, 2019
BUY
N/A
7,101 Added 7.36%
103,628 $5.86 Million
Q2 2019

Jul 10, 2019
BUY
N/A
11,813 Added 13.94%
96,527 $5.51 Million
Q1 2019

Apr 02, 2019
BUY
N/A
4,307 Added 5.36%
84,714 $4.69 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-675 Reduced 0.83%
80,407 $3.85 Million
Q3 2018

Oct 04, 2018
BUY
N/A
3,223 Added 4.14%
81,082 $4.69 Million
Q2 2018

Jul 11, 2018
BUY
N/A
2,377 Added 3.15%
77,859 $4.27 Million
Q1 2018

Jun 20, 2018
BUY
N/A
1,242 Added 1.67%
75,482 $3.99 Million
Q4 2017

Jan 22, 2018
SELL
N/A
-10,775 Reduced 12.67%
74,240 $3.96 Million
Q3 2017

Oct 24, 2017
BUY
N/A
85,015
85,015 $4.26 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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