Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 40,476 shares of SCHG stock, worth $3.98 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
40,476
Previous 40,476
-0.0%
Holding current value
$3.98 Million
Previous $3.75 Million
8.77%
% of portfolio
0.55%
Previous 0.52%
Shares
13 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio