Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Us Large C Transaction History
Kohmann Bosshard Financial Services, LLC
- $742 Million
- Q2 2024
A detailed history of Kohmann Bosshard Financial Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 1,715,037 shares of SCHX stock, worth $111 Million. This represents 14.85% of its overall portfolio holdings.
Number of Shares
1,715,037
Previous 1,143,253
50.01%
Holding current value
$111 Million
Previous $71 Million
55.31%
% of portfolio
14.85%
Previous 9.89%
Shares
29 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.68 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.83 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$930 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$814 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$688 Million25.33% of portfolio