Kohmann Bosshard Financial Services, LLC Purchases in Q3 2024

Kohmann Bosshard Financial Services, LLC

  • $801 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
105K
+ 6.11%
$61.11 - $67.85 $6.41M - $7.11M
1.82M $123M
VEA
Vanguard Ftse Developed Market

ETFs
47.6K
+ 5.9%
$47.6 - $53.31 $2.26M - $2.54M
855K $45.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
41.4K
+ 3.71%
$45.2 - $47.87 $1.87M - $1.98M
1.16M $55M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
27.8K
+ 4.42%
$76.94 - $79.54 $2.14M - $2.21M
657K $52.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
34.1K
+ 8.67%
$46.9 - $51.96 $1.6M - $1.77M
428K $22M
VNQ
Vanguard Specialized Funds Van

ETFs
5.1K
+ 2.45%
$82.97 - $98.97 $423K - $504K
213K $20.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.8K
+ 10.3%
$100.3 - $100.74 $1.99M - $2M
213K $21.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
19K
+ 3.58%
$51.58 - $53.79 $982K - $1.02M
551K $29.6M
HDV
Ishares Core High Dividend ETF

ETFs
3.23K
+ 2.15%
$107.62 - $118.76 $348K - $384K
153K $18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.83K
New
$434.77 - $502.96 $1.23M - $1.42M
2.83K $1.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
808
+ 3.3%
$475.2 - $527.7 $384K - $426K
25.3K $13.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
14.8K
+ 1.82%
$23.04 - $24.06 $341K - $356K
829K $19.9M
AAPL
Apple Inc.

Technology
233
+ 0.54%
$207.23 - $234.82 $48.3K - $54.7K
43.2K $10.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.71K
+ 10.46%
$91.42 - $91.82 $705K - $708K
81.5K $7.48M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.38K
+ 1.5%
$36.98 - $41.55 $88K - $98.8K
161K $6.63M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
460
+ 0.25%
$25.45 - $29.53 $11.7K - $13.6K
186K $5.43M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
356
+ 0.3%
$19.78 - $23.53 $7.04K - $8.38K
119K $2.76M
FTCS
First Trust Capital Strength E

ETFs
4.06K
New
$83.58 - $90.94 $340K - $370K
4.06K $369K
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.1K
+ 30.38%
$28.75 - $29.46 $318K - $326K
47.5K $1.4M
SHW
Sherwin Williams CO

Basic Materials
25
+ 0.64%
$294.65 - $384.0 $7.37K - $9.6K
3.9K $1.49M
SCHC
Schwab Strategic Tr Intl Small

ETFs
326
+ 0.31%
$34.48 - $38.87 $11.2K - $12.7K
107K $4.11M
USRT
Ishares Core U.S. Reit ETF

ETFs
375
+ 1.05%
$53.07 - $62.66 $19.9K - $23.5K
36K $2.21M
ORCL
Oracle Corp

Technology
1.5K
New
$125.9 - $170.35 $189K - $256K
1.5K $256K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
474
+ 2.49%
$105.53 - $118.34 $50K - $56.1K
19.5K $2.29M
BSCV
Invesco ETF Self Indexed Fd Tr
12.6K
+ 51.58%
$15.89 - $16.79 $200K - $212K
37.1K $618K
TSLA
Tesla, Inc.

Consumer Cyclical
853
New
$191.76 - $263.26 $164K - $225K
853 $223K
KO
Coca Cola CO

Consumer Defensive
3.09K
New
$62.69 - $73.01 $194K - $225K
3.09K $221K
KEY
Keycorp

Financial Services
11.4K
+ 107.17%
$13.95 - $17.34 $159K - $197K
22K $368K
ITW
Illinois Tool Works Inc

Industrials
826
New
$233.14 - $263.97 $193K - $218K
826 $216K
MS
Morgan Stanley

Financial Services
2.03K
New
$92.07 - $106.96 $187K - $217K
2.03K $211K
UNP
Union Pacific Corp

Industrials
836
New
$221.78 - $256.09 $185K - $214K
836 $205K
LOW
Lowes Companies Inc

Consumer Cyclical
755
New
$213.3 - $270.78 $161K - $204K
755 $204K
VV
Vanguard Large Cap ETF

ETFs
174
+ 1.56%
$236.92 - $263.4 $41.2K - $45.8K
11.4K $2.99M
ING
Ing Groep Nv

Financial Services
10.3K
New
$16.55 - $18.66 $171K - $192K
10.3K $187K
IVE
Ishares S&P 500 Value ETF

ETFs
63
+ 0.62%
$181.06 - $197.17 $11.4K - $12.4K
10.2K $2.01M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
98
+ 0.16%
$33.74 - $37.96 $3.31K - $3.72K
62.4K $2.34M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.03K
+ 10.38%
$19.92 - $20.67 $100K - $104K
53.5K $1.1M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.42K
+ 16.01%
$18.12 - $18.92 $98.2K - $103K
39.3K $738K
IVW
Ishares S&P 500 Growth ETF

ETFs
95
+ 0.28%
$84.77 - $97.13 $8.05K - $9.23K
34.6K $3.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.03%
$517.38 - $573.86 $517 - $574
3.32K $1.91M
TSE
Trinseo PLC

Basic Materials
395
+ 1.15%
$2.02 - $5.72 $798 - $2.26K
34.6K $176K
WMT
Walmart Inc.

Consumer Defensive
69
+ 1.03%
$66.91 - $81.4 $4.62K - $5.62K
6.8K $548K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 0.0%
$49.82 - $55.29 $49.8 - $55.3
30.5K $1.69M
IBM
International Business Machines Corp

Technology
101
+ 7.21%
$175.1 - $223.38 $17.7K - $22.6K
1.5K $331K
JPM
Jpmorgan Chase & CO

Financial Services
226
+ 5.08%
$194.9 - $224.8 $44K - $50.8K
4.68K $985K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
974
+ 6.45%
$49.93 - $51.15 $48.6K - $49.8K
16.1K $821K
JNJ
Johnson & Johnson

Healthcare
134
+ 4.96%
$145.48 - $167.38 $19.5K - $22.4K
2.83K $459K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.08%
$163.84 - $199.33 $328 - $399
2.39K $471K
NGD
New Gold Inc.

Basic Materials
9K
+ 34.62%
$1.95 - $3.19 $17.6K - $28.7K
35K $100K
Activity Summary
Buys All Purchases 73 New Holdings 11 Increased Positions 62 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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