Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr 1000 Index Transaction History

Kohmann Bosshard Financial Services, LLC

  • $826 Million
  • Q4 2024

A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 61,008 shares of SCHK stock, worth $1.75 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
61,008
Previous 30,504 100.0%
Holding current value
$1.75 Million
Previous $1.69 Million 2.43%
% of portfolio
0.21%
Previous 0.21%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$27.45 - $55.56 $837,334 - $1.69 Million
30,504 Added 100.0%
61,008 $1.73 Million
Q3 2024

Oct 17, 2024
BUY
$49.82 - $55.29 $49 - $55
1 Added 0.0%
30,504 $1.69 Million
Q2 2024

Jul 10, 2024
BUY
$47.83 - $52.72 $8,992 - $9,911
188 Added 0.62%
30,503 $1.6 Million
Q2 2023

Aug 14, 2023
SELL
$38.96 - $42.79 $2,142 - $2,353
-55 Reduced 0.18%
30,315 $1.3 Million
Q1 2023

Apr 28, 2023
BUY
$36.64 - $40.44 $2,015 - $2,224
55 Added 0.18%
30,370 $1.2 Million
Q3 2022

Oct 13, 2022
SELL
$34.61 - $41.69 $78,391 - $94,427
-2,265 Reduced 6.95%
30,315 $1.05 Million
Q2 2022

Jul 08, 2022
BUY
$35.4 - $44.52 $80,181 - $100,837
2,265 Added 7.47%
32,580 $1.19 Million
Q3 2021

Oct 12, 2021
BUY
$42.11 - $45.01 $1.28 Million - $1.36 Million
30,315 New
30,315 $1.29 Million

Others Institutions Holding SCHK

# of Institutions
200
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
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