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Kohmann Bosshard Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.1M Buy
1,442,916
+36,451
+3% +$1.2M 4.42% 5
2026
Q1 		$40.9M Buy
1,406,465
+48,269
+4% +$1.45M 3.98% 5
2025
Q4 		$38.7M Buy
1,358,196
+43,355
+3% +$1.22M 3.46% 5
2025
Q3 		$36.7M Buy
1,314,841
+41,056
+3% +$1.1M 3.76% 5
2025
Q2 		$32.2M Buy
1,273,785
+57,177
+5% +$1.35M 3.6% 7
2025
Q1 		$28.4M Buy
1,216,608
+170,892
+16% +$4.36M 3.35% 8
2024
Q4 		$27M Buy
1,045,716
+189,912
+22% +$5.05M 3.25% 8
2024
Q3 		$22M Buy
855,804
+68,250
+9% +$1.69M 2.74% 8
2024
Q2 		$18.7M Buy
787,554
+330,392
+72% +$7.83M 2.52% 11
2024
Q1 		$11.3M Buy
457,162
+125,848
+38% +$2.95M 1.57% 23
2023
Q4 		$7.83M Buy
331,314
+4,538
+1% +$95.6K 1.19% 27
2023
Q3 		$6.77M Sell
326,776
-1,254
-0.4% -$27.5K 1.17% 26
2023
Q2 		$7.18M Sell
328,030
-6,020
-2% -$125K 1.24% 26
2023
Q1 		$7M Sell
334,050
-3,664
-1% -$78.8K 1.32% 25
2022
Q4 		$6.84M Sell
337,714
-38,468
-10% -$788K 1.36% 25
2022
Q3 		$7.11M Sell
376,182
-30,784
-8% -$644K 1.58% 22
2022
Q2 		$7.93M Sell
406,966
-208,034
-34% -$4.45M 1.75% 21
2022
Q1 		$14.6M Buy
615,000
+274,356
+81% +$6.48M 2.86% 11
2021
Q4 		$8.72M Buy
340,644
+16,736
+5% +$433K 1.75% 19
2021
Q3 		$8.11M Buy
323,908
+400
+0.1% +$10.2K 1.78% 17
2021
Q2 		$8.43M Sell
323,508
-764
-0.2% -$19.5K 1.93% 17
2021
Q1 		$8.08M Sell
324,272
-46,708
-13% -$1.15M 2.17% 15
2020
Q4 		$8.25M Sell
370,980
-427,980
-54% -$8.52M 2.57% 12
2020
Q3 		$13.6M Sell
798,960
-30,892
-4% -$532K 4.94% 6
2020
Q2 		$13.6M Sell
829,852
-42,980
-5% -$644K 5.03% 6
2020
Q1 		$11.2M Sell
872,832
-27,896
-3% -$474K 4.94% 6
2019
Q4 		$17M Buy
900,728
+21,976
+3% +$398K 6.28% 5
2019
Q3 		$15.3M Buy
878,752
+76,308
+10% +$1.35M 6.02% 5
2019
Q2 		$14.3M Buy
802,444
+125,784
+19% +$2.22M 5.99% 5
2019
Q1 		$11.8M Buy
676,660
+72,500
+12% +$1.24M 5.59% 5
2018
Q4 		$9.16M Buy
604,160
+14,640
+2% +$247K 4.97% 6
2018
Q3 		$11.2M Buy
589,520
+48,100
+9% +$917K 5.54% 4
2018
Q2 		$9.96M Buy
541,420
+61,684
+13% +$1.12M 5.62% 4
2018
Q1 		$8.29M Buy
479,736
+64,032
+15% +$1.13M 4.95% 7
2017
Q4 		$7.25M Buy
415,704
+93,844
+29% +$1.61M 4.65% 8
2017
Q3 		$5.42M Buy
+321,860
New +$5.17M 3.81% 9
2017
Q1 		$3.71M Buy
235,832
+12,436
+6% +$195K 3.16% 10
2016
Q4 		$3.51M Buy
+223,396
New +$3.29M 3.26% 10

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Kohmann Bosshard Financial Services's SCHA Position: Q2 2026 in Review

Kohmann Bosshard Financial Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.6% in Q2 2026, buying an estimated $1.2M and bringing the position to 1,442,916 shares worth $52.1M. The position accounts for 4.42% of the portfolio, ranked #5.

Kohmann Bosshard Financial Services first reported a position in SCHA in Q4 2016 and has held it in 38 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Kohmann Bosshard Financial Services held 1,442,916 shares of Schwab U.S Small- Cap ETF worth $52.1M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 36,451 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.2M.
  • Schwab U.S Small- Cap ETF made up 4.42% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #5 holding.
  • Kohmann Bosshard Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.