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

Kohmann Bosshard Financial Services, LLC

$827 Million
Q1 2025

A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 6,181,603 shares of SCHX stock, worth $144 Million. This represents 16.49% of its overall portfolio holdings.

Number of Shares

6,181,603

Previous 5,877,555 5.17%

Holding current value

$144 Million

Previous $136 Million 0.18%

% of portfolio

16.49%

Previous 16.5%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$21.75 - $24.28 $6.61 Million - $7.38 Million	304,048 Added 5.17%	6,181,603 $136 Million
Q4 2024 Feb 05, 2025	BUY	$22.4 - $68.28 $90.9 Million - $277 Million	4,057,658 Added 222.96%	5,877,555 $136 Million
Q3 2024 Oct 17, 2024	BUY	$61.11 - $67.85 $6.41 Million - $7.11 Million	104,860 Added 6.11%	1,819,897 $123 Million
Q2 2024 Jul 10, 2024	BUY	$58.7 - $64.78 $33.6 Million - $37 Million	571,784 Added 50.01%	1,715,037 $110 Million
Q1 2024 Apr 16, 2024	BUY	$55.41 - $62.08 $18.7 Million - $21 Million	337,561 Added 41.9%	1,143,253 $71 Million
Q4 2023 Jan 08, 2024	BUY	$48.47 - $56.6 $4.44 Million - $5.19 Million	91,682 Added 12.84%	805,692 $45.4 Million
Q3 2023 Oct 12, 2023	BUY	$50.36 - $54.21 $4.65 Million - $5 Million	92,258 Added 14.84%	714,010 $36.1 Million
Q2 2023 Aug 14, 2023	BUY	$47.67 - $52.37 $1.67 Million - $1.83 Million	34,993 Added 5.96%	621,752 $32.6 Million
Q1 2023 Apr 28, 2023	BUY	$44.78 - $49.41 $133,354 - $147,142	2,978 Added 0.51%	586,759 $28.4 Million
Q4 2022 Jan 26, 2023	SELL	$42.25 - $48.16 $2.45 Million - $2.8 Million	-58,058 Reduced 9.05%	583,781 $0
Q3 2022 Oct 13, 2022	SELL	$42.35 - $51.01 $1.66 Million - $2 Million	-39,289 Reduced 5.77%	641,839 $27.2 Million
Q2 2022 Jul 08, 2022	SELL	$43.35 - $54.51 $5.81 Million - $7.3 Million	-133,947 Reduced 16.43%	681,128 $30.4 Million
Q1 2022 Apr 12, 2022	BUY	$49.51 - $57.27 $20.5 Million - $23.7 Million	414,634 Added 103.54%	815,075 $43.9 Million
Q4 2021 Jan 12, 2022	BUY	$51.9 - $57.29 $819,708 - $904,838	15,794 Added 4.11%	400,441 $45.9 Million
Q3 2021 Oct 12, 2021	BUY	$51.52 - $54.94 $969,297 - $1.03 Million	18,814 Added 5.14%	384,647 $40 Million
Q2 2021 Jul 13, 2021	BUY	$48.62 - $52.01 $717,874 - $767,927	14,765 Added 4.21%	365,833 $38 Million
Q1 2021 May 04, 2021	BUY	$44.9 - $48.34 $2.52 Million - $2.71 Million	56,095 Added 19.02%	351,068 $33.7 Million
Q4 2020 Jan 21, 2021	SELL	$39.35 - $45.48 $2.03 Million - $2.34 Million	-51,558 Reduced 14.88%	294,973 $27.6 Million
Q3 2020 Jan 21, 2021	SELL	$37.26 - $43.03 $13.2 Million - $15.2 Million	-353,507 Reduced 50.5%	346,531 $27.9 Million
Q3 2020 Jan 07, 2021	BUY	$37.26 - $43.03 $12.9 Million - $14.9 Million	347,370 Added 98.5%	700,038 $56.4 Million
Q2 2020 Aug 14, 2020	BUY	$29.25 - $38.76 $1.67 Million - $2.22 Million	57,244 Added 19.38%	352,668 $26.1 Million
Q1 2020 Apr 07, 2020	SELL	$26.61 - $40.52 $1.78 Million - $2.7 Million	-66,743 Reduced 18.43%	295,424 $18.1 Million
Q4 2019 Jan 09, 2020	BUY	$34.42 - $38.54 $149,486 - $167,379	4,343 Added 1.21%	362,167 $27.8 Million
Q3 2019 Oct 09, 2019	BUY	$35.28 - $36.01 $551,779 - $563,196	15,640 Added 4.57%	357,824 $25.4 Million
Q2 2019 Jul 10, 2019	BUY	N/A	41,228 Added 13.7%	342,184 $24 Million
Q1 2019 Apr 02, 2019	BUY	N/A	28,199 Added 10.34%	300,956 $20.3 Million
Q4 2018 Jan 15, 2019	BUY	N/A	12,171 Added 4.67%	272,757 $16.3 Million
Q3 2018 Oct 04, 2018	BUY	N/A	7,845 Added 3.1%	260,586 $18.1 Million
Q2 2018 Jul 11, 2018	BUY	N/A	10,343 Added 4.27%	252,741 $16.4 Million
Q1 2018 Jun 20, 2018	BUY	N/A	15,495 Added 6.83%	242,398 $15.3 Million
Q4 2017 Jan 22, 2018	BUY	N/A	9,870 Added 4.55%	226,903 $14.5 Million
Q3 2017 Oct 24, 2017	BUY	N/A	217,033	217,033 $13 Million

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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