Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 7,128,362 shares of SCHX stock, worth $189 Million. This represents 18.97% of its overall portfolio holdings.
Number of Shares
7,128,362
Previous 6,464,641
10.27%
Holding current value
$189 Million
Previous $170 Million
11.1%
% of portfolio
18.97%
Previous 18.29%
Shares
35 transactions
Others Institutions Holding SCHX
# of Institutions
1,652Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\201MShares$5.34 Billion6.37% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio