Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 400,515 shares of SCHD stock, worth $33.1 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
400,515
Previous 564,699
29.07%
Holding current value
$33.1 Million
Previous $45.5 Million
31.6%
% of portfolio
4.2%
Previous 6.35%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio