Kohmann Bosshard Financial Services, LLC SCHD Holdings History
Kohmann Bosshard Financial Services, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Kohmann Bosshard Financial Services, LLC held 1.10 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $30.67 Mil. This investment constitutes 3.68% of their stock portfolio, and Kohmann Bosshard Financial Services, LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Kohmann Bosshard Financial Services, LLC has made 20 purchases of SCHD, at an average price of $46.24, for a total of 1.46 Mil shares. In addition, there have been 8 sales at an average price of $66.01 for 362,228.00 shares. Based on historical transaction data and SCHD's current price of $27.33, Kohmann Bosshard Financial Services, LLC's estimated gain on his SCHD holdings is $-13.58 Mil, reflecting a -20.12% gain to date.
Kohmann Bosshard Financial Services, LLC SCHD ($27.33) Holding Chart
Kohmann Bosshard Financial Services, LLC SCHD ($27.33) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
