Kohmann Bosshard Financial Services, LLC SCHA Holdings History
Kohmann Bosshard Financial Services, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Kohmann Bosshard Financial Services, LLC held 1.22 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $28.41 Mil. This investment constitutes 3.41% of their stock portfolio, and Kohmann Bosshard Financial Services, LLC now holds 0.18% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then Kohmann Bosshard Financial Services, LLC has made 16 purchases of SCHA, at an average price of $33.73, for a total of 1.65 Mil shares. In addition, there have been 12 sales at an average price of $39.79 for 432,722.00 shares. Based on historical transaction data and SCHA's current price of $26.23, Kohmann Bosshard Financial Services, LLC's estimated gain on his SCHA holdings is $-6.50 Mil, reflecting a -11.68% gain to date.
Kohmann Bosshard Financial Services, LLC SCHA ($26.23) Holding Chart
Kohmann Bosshard Financial Services, LLC SCHA ($26.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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