Kohmann Bosshard Financial Services, LLC Schwab Strategic Tr Intl Divid 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 Intl Divid stock. As of the latest transaction made, Kohmann Bosshard Financial Services, LLC holds 323,358 shares of SCHY stock, worth $8.53 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
323,358
Previous 514,548
37.16%
Holding current value
$8.53 Million
Previous $12.5 Million
38.94%
% of portfolio
1.03%
Previous 1.74%
Shares
9 transactions
Others Institutions Holding SCHY
# of Institutions
124Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$46.2 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$27.7 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$21.8 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$14.3 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.96 Million0.06% of portfolio