Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr 1000 Index Transaction History
Kohmann Bosshard Financial Services, LLC
- $997 Million
- Q4 2025
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 61,009 shares of SCHK stock, worth $1.97 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
61,009
Previous 61,008
-0.0%
Holding current value
$1.97 Million
Previous $1.96 Million
0.56%
% of portfolio
0.2%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding SCHK
# of Institutions
240Shares Held
71.3MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.12MShares$198 Million11.54% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million17.62% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio