Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Us Small C Transaction History
Kohmann Bosshard Financial Services, LLC
- $742 Million
- Q2 2024
A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 393,777 shares of SCHA stock, worth $19.4 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
393,777
Previous 228,581
72.27%
Holding current value
$19.4 Million
Previous $11.3 Million
66.01%
% of portfolio
2.52%
Previous 1.57%
Shares
29 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.29 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$589 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$518 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$363 Million0.51% of portfolio