Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 400,515 shares of SCHD stock, worth $33.1 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares
400,515
Previous 564,699 29.07%
Holding current value
$33.1 Million
Previous $45.5 Million 31.6%
% of portfolio
4.2%
Previous 6.35%

Shares

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

Jul 10, 2024
SELL
$75.81 - $80.15 $12.4 Million - $13.2 Million
-164,184 Reduced 29.07%
400,515 $31.1 Million
Q1 2024

Apr 16, 2024
SELL
$75.25 - $80.63 $4.15 Million - $4.45 Million
-55,210 Reduced 8.91%
564,699 $45.5 Million
Q4 2023

Jan 08, 2024
SELL
$66.9 - $76.32 $1.05 Million - $1.2 Million
-15,755 Reduced 2.48%
619,909 $47.2 Million
Q3 2023

Oct 12, 2023
SELL
$70.63 - $75.66 $1.72 Million - $1.85 Million
-24,400 Reduced 3.7%
635,664 $45 Million
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $1.15 Million - $1.22 Million
16,566 Added 2.57%
660,064 $47.9 Million
Q1 2023

Apr 28, 2023
BUY
$70.28 - $78.03 $2.31 Million - $2.56 Million
32,840 Added 5.38%
643,498 $47.1 Million
Q4 2022

Jan 26, 2023
BUY
$73.08 - $79.06 $2.9 Million - $3.13 Million
39,646 Added 6.94%
610,658 $0
Q3 2022

Oct 13, 2022
SELL
N/A
-8,993 Reduced 1.55%
571,012 $37.9 Million
Q2 2022

Jul 08, 2022
BUY
N/A
206,663 Added 55.35%
580,005 $41.5 Million
Q1 2022

Apr 12, 2022
BUY
N/A
61,140 Added 19.58%
373,342 $29.5 Million
Q4 2021

Jan 12, 2022
BUY
N/A
13,912 Added 4.66%
312,202 $25.2 Million
Q3 2021

Oct 12, 2021
BUY
N/A
14,332 Added 5.05%
298,290 $22.1 Million
Q2 2021

Jul 13, 2021
BUY
N/A
53,602 Added 23.27%
283,958 $21.5 Million
Q1 2021

May 04, 2021
BUY
N/A
59,691 Added 34.98%
230,356 $16.8 Million
Q4 2020

Jan 21, 2021
BUY
N/A
8,026 Added 4.93%
170,665 $11.4 Million
Q3 2020

Jan 21, 2021
SELL
N/A
-166,864 Reduced 50.64%
162,639 $8.99 Million
Q3 2020

Jan 07, 2021
BUY
N/A
172,982 Added 110.52%
329,503 $18.2 Million
Q2 2020

Aug 14, 2020
BUY
N/A
41,813 Added 36.45%
156,521 $8.1 Million
Q1 2020

Apr 07, 2020
SELL
N/A
-22,649 Reduced 16.49%
114,708 $5.16 Million
Q4 2019

Jan 09, 2020
BUY
N/A
2,265 Added 1.68%
137,357 $7.96 Million
Q3 2019

Oct 09, 2019
BUY
N/A
7,311 Added 5.72%
135,092 $7.4 Million
Q2 2019

Jul 10, 2019
BUY
N/A
19,913 Added 18.46%
127,781 $6.78 Million
Q1 2019

Apr 02, 2019
BUY
N/A
3,667 Added 3.52%
107,868 $5.64 Million
Q4 2018

Jan 15, 2019
BUY
N/A
6,239 Added 6.37%
104,201 $4.89 Million
Q3 2018

Oct 04, 2018
BUY
N/A
4,234 Added 4.52%
97,962 $5.19 Million
Q2 2018

Jul 11, 2018
BUY
N/A
13,487 Added 16.81%
93,728 $4.62 Million
Q1 2018

Jun 20, 2018
BUY
N/A
17,520 Added 27.93%
80,241 $3.93 Million
Q4 2017

Jan 22, 2018
BUY
N/A
45,567 Added 265.63%
62,721 $3.21 Million
Q3 2017

Oct 24, 2017
BUY
N/A
17,154
17,154 $803,000

Others Institutions Holding SCHD

# of Institutions
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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