Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr 1000 Index Transaction History
Kohmann Bosshard Financial Services, LLC
- $801 Million
- Q3 2024
A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 30,504 shares of SCHK stock, worth $871,194. This represents 0.21% of its overall portfolio holdings.
Number of Shares
30,504
Previous 30,503
-0.0%
Holding current value
$871,194
Previous $1.6 Million
5.64%
% of portfolio
0.21%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$817 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$103 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$59.9 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.3 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.5 Million6.53% of portfolio