Kohmann Bosshard Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kohmann Bosshard Financial Services, LLC
- $826 Million
- Q4 2024
A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 273,350 shares of SCHM stock, worth $6.71 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
273,350
Previous 104,081
162.63%
Holding current value
$6.71 Million
Previous $8.65 Million
12.42%
% of portfolio
0.92%
Previous 1.08%
Shares
31 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio