Kohmann Bosshard Financial Services, LLC Schwab Us Aggregate Bond ETF Transaction History
Kohmann Bosshard Financial Services, LLC
- $742 Million
- Q2 2024
A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 1,115,875 shares of SCHZ stock, worth $52.9 Million. This represents 6.86% of its overall portfolio holdings.
Number of Shares
1,115,875
Previous 819,938
36.09%
Holding current value
$52.9 Million
Previous $37.7 Million
34.85%
% of portfolio
6.86%
Previous 5.26%
Shares
29 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio