Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 185,757 shares of SCHE stock, worth $4.98 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
185,757
Previous 199,241
6.77%
Holding current value
$4.98 Million
Previous $5.03 Million
1.93%
% of portfolio
0.66%
Previous 0.7%
Shares
29 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.66 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$594 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$525 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$195 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$86.1 Million3.96% of portfolio