Kohmann Bosshard Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kohmann Bosshard Financial Services, LLC
- $742 Million
- Q2 2024
A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 107,481 shares of SCHM stock, worth $8.5 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
107,481
Previous 150,331
28.5%
Holding current value
$8.5 Million
Previous $12.2 Million
31.66%
% of portfolio
1.13%
Previous 1.71%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio