Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 41,974 shares of SCHB stock, worth $2.67 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
41,974
Previous 52,474
20.01%
Holding current value
$2.67 Million
Previous $3.2 Million
17.64%
% of portfolio
0.36%
Previous 0.45%
Shares
17 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio