Kohmann Bosshard Financial Services, LLC Schwab Strategic U.S. Reit ETF Transaction History
Kohmann Bosshard Financial Services, LLC
- $717 Million
- Q1 2024
A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 126,109 shares of SCHH stock, worth $2.5 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
126,109
Previous 122,575
2.88%
Holding current value
$2.5 Million
Previous $2.54 Million
0.87%
% of portfolio
0.36%
Previous 0.39%
Shares
28 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio