Kohmann Bosshard Financial Services, LLC SCHX Holdings History
Kohmann Bosshard Financial Services, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Kohmann Bosshard Financial Services, LLC held 6.18 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $135.90 Mil. This investment constitutes 16.29% of their stock portfolio, and Kohmann Bosshard Financial Services, LLC now holds 0.27% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then Kohmann Bosshard Financial Services, LLC has made 22 purchases of SCHX, at an average price of $31.92, for a total of 6.66 Mil shares. In addition, there have been 6 sales at an average price of $42.58 for 480,170.00 shares. Based on historical transaction data and SCHX's current price of $24.74, Kohmann Bosshard Financial Services, LLC's estimated gain on his SCHX holdings is $-39.23 Mil, reflecting a -18.45% gain to date.
Kohmann Bosshard Financial Services, LLC SCHX ($24.74) Holding Chart
Kohmann Bosshard Financial Services, LLC SCHX ($24.74) 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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