Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 1,715,037 shares of SCHX stock, worth $111 Million. This represents 14.85% of its overall portfolio holdings.

Number of Shares
1,715,037
Previous 1,143,253 50.01%
Holding current value
$111 Million
Previous $71 Million 55.31%
% of portfolio
14.85%
Previous 9.89%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $2.56 Million - $2.8 Million
-58,058 Reduced 9.05%
583,781 $0
Q3 2022

Oct 13, 2022
SELL
N/A
-39,289 Reduced 5.77%
641,839 $27.2 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-133,947 Reduced 16.43%
681,128 $30.4 Million
Q1 2022

Apr 12, 2022
BUY
N/A
414,634 Added 103.54%
815,075 $43.9 Million
Q4 2021

Jan 12, 2022
BUY
N/A
15,794 Added 4.11%
400,441 $45.9 Million
Q3 2021

Oct 12, 2021
BUY
N/A
18,814 Added 5.14%
384,647 $40 Million
Q2 2021

Jul 13, 2021
BUY
N/A
14,765 Added 4.21%
365,833 $38 Million
Q1 2021

May 04, 2021
BUY
N/A
56,095 Added 19.02%
351,068 $33.7 Million
Q4 2020

Jan 21, 2021
SELL
N/A
-51,558 Reduced 14.88%
294,973 $27.6 Million
Q3 2020

Jan 21, 2021
SELL
N/A
-353,507 Reduced 50.5%
346,531 $27.9 Million
Q3 2020

Jan 07, 2021
BUY
N/A
347,370 Added 98.5%
700,038 $56.4 Million
Q2 2020

Aug 14, 2020
BUY
N/A
57,244 Added 19.38%
352,668 $26.1 Million
Q1 2020

Apr 07, 2020
SELL
N/A
-66,743 Reduced 18.43%
295,424 $18.1 Million
Q4 2019

Jan 09, 2020
BUY
N/A
4,343 Added 1.21%
362,167 $27.8 Million
Q3 2019

Oct 09, 2019
BUY
N/A
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
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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