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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
BUY
$44.66 - $45.99 $13.2 Million - $13.6 Million
295,937 Added 36.09%
1,115,875 $50.9 Million
Q1 2024

Apr 16, 2024
BUY
$45.44 - $46.67 $3.96 Million - $4.07 Million
87,237 Added 11.91%
819,938 $37.7 Million
Q4 2023

Jan 08, 2024
BUY
$43.09 - $46.83 $1.22 Million - $1.33 Million
28,417 Added 4.03%
732,701 $34.2 Million
Q3 2023

Oct 12, 2023
BUY
$44.14 - $46.33 $1.45 Million - $1.53 Million
32,941 Added 4.91%
704,284 $31.2 Million
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $4.1 Million - $4.23 Million
89,421 Added 15.37%
671,343 $31 Million
Q1 2023

Apr 28, 2023
BUY
$45.33 - $47.44 $2.08 Million - $2.18 Million
45,981 Added 8.58%
581,922 $27.3 Million
Q4 2022

Jan 26, 2023
BUY
$44.31 - $47.03 $2.55 Million - $2.7 Million
57,442 Added 12.0%
535,941 $0
Q3 2022

Oct 13, 2022
BUY
N/A
68,333 Added 16.66%
478,499 $21.7 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-67,395 Reduced 14.11%
410,166 $19.6 Million
Q1 2022

Apr 12, 2022
SELL
N/A
-2,652 Reduced 0.55%
477,561 $24.2 Million
Q4 2021

Jan 12, 2022
SELL
N/A
-185,832 Reduced 27.9%
480,213 $26 Million
Q3 2021

Oct 12, 2021
BUY
N/A
52,225 Added 8.51%
666,045 $36.1 Million
Q2 2021

Jul 13, 2021
BUY
N/A
22,671 Added 3.84%
613,820 $33.5 Million
Q1 2021

May 04, 2021
BUY
N/A
55,481 Added 10.36%
591,149 $31.9 Million
Q4 2020

Jan 21, 2021
BUY
N/A
55,134 Added 11.47%
535,668 $30.4 Million
Q3 2020

Jan 21, 2021
SELL
N/A
-480,597 Reduced 50.0%
480,534 $26.9 Million
Q3 2020

Jan 07, 2021
BUY
N/A
529,941 Added 122.9%
961,131 $53.9 Million
Q2 2020

Aug 14, 2020
BUY
N/A
81,625 Added 23.35%
431,190 $24.3 Million
Q1 2020

Apr 07, 2020
SELL
N/A
-26,838 Reduced 7.13%
349,565 $19 Million
Q4 2019

Jan 09, 2020
BUY
N/A
12,876 Added 3.54%
376,403 $20.1 Million
Q3 2019

Oct 09, 2019
BUY
N/A
21,550 Added 6.3%
363,527 $19.6 Million
Q2 2019

Jul 10, 2019
BUY
N/A
16,686 Added 5.13%
341,977 $18.1 Million
Q1 2019

Apr 02, 2019
BUY
N/A
7,498 Added 2.36%
325,291 $16.9 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-91,055 Reduced 22.27%
317,793 $16.1 Million
Q3 2018

Oct 04, 2018
BUY
N/A
43,963 Added 12.05%
408,848 $20.5 Million
Q2 2018

Jul 11, 2018
BUY
N/A
18,715 Added 5.41%
364,885 $18.5 Million
Q1 2018

Jun 20, 2018
BUY
N/A
47,120 Added 15.76%
346,170 $17.7 Million
Q4 2017

Jan 22, 2018
BUY
N/A
44,062 Added 17.28%
299,050 $15.6 Million
Q3 2017

Oct 24, 2017
BUY
N/A
254,988
254,988 $13.4 Million

Others Institutions Holding SCHZ

# of Institutions
623
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Kohmann Bosshard Financial Services, LLC Portfolio

Follow Kohmann Bosshard Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kohmann Bosshard Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kohmann Bosshard Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email