Kohmann Bosshard Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$356K	Buy	14,196 +894	+7%	+$23.5K	0.03%	141
2025 Q4	$349K	Buy	13,302 +1	+0%	+$26	0.03%	192
2025 Q3	$342K	Buy	13,301 +643	+5%	+$15.9K	0.04%	155
2025 Q2	$302K	Sell	12,658 -93,582	-88%	-$2.06M	0.03%	150
2025 Q1	$2.29M	Sell	106,240 -14,000	-12%	-$318K	0.27%	41
2024 Q4	$2.73M	Sell	120,240 -1,980	-2%	-$45.2K	0.33%	38
2024 Q3	$2.71M	Sell	122,220 -3,702	-3%	-$79K	0.34%	39
2024 Q2	$2.64M	Sell	125,922 -31,500	-20%	-$638K	0.36%	38
2024 Q1	$3.2M	Buy	157,422 +3,594	+2%	+$69.5K	0.45%	39
2023 Q4	$2.85M	Sell	153,828 -549	-0.4%	-$9.48K	0.43%	40
2023 Q3	$2.57M	Buy	154,377 +8,166	+6%	+$141K	0.44%	37
2023 Q2	$2.52M	Buy	146,211 +133,086	+1,014%	+$2.17M	0.43%	39
2023 Q1	$209K	Buy	+13,125	New	+$205K	0.04%	153
2022 Q4	–	Sell	-18,624	Closed	-$261K	–	164
2022 Q3	$261K	Hold	18,624	–	–	0.06%	108
2022 Q2	$274K	Sell	18,624 -1,338	-7%	-$21.5K	0.06%	106
2022 Q1	$355K	Sell	19,962 -6	-0%	-$105	0.07%	91
2021 Q4	$376K	Sell	19,968 -3,462	-15%	-$63.7K	0.08%	79
2021 Q3	$406K	Hold	23,430	–	–	0.09%	74
2021 Q2	$407K	Hold	23,430	–	–	0.09%	73
2021 Q1	$378K	Hold	23,430	–	–	0.1%	71
2020 Q4	$355K	Sell	23,430 -4,140	-15%	-$59K	0.11%	73
2020 Q3	$366K	Buy	27,570 +4,332	+19%	+$57K	0.13%	70
2020 Q2	$285K	Sell	23,238 -6	-0%	-$69	0.11%	78
2020 Q1	$234K	Hold	23,244	–	–	0.1%	75
2019 Q4	$298K	Hold	23,244	–	–	0.11%	64
2019 Q3	$275K	Buy	23,244 +6	+0%	+$71	0.11%	64
2019 Q2	$273K	Sell	23,238 -3,522	-13%	-$40.7K	0.11%	65
2019 Q1	$304K	Hold	26,760	–	–	0.14%	60
2018 Q4	$267K	Hold	26,760	–	–	0.14%	60
2018 Q3	$314K	Hold	26,760	–	–	0.16%	52
2018 Q2	$294K	Hold	26,760	–	–	0.17%	51
2018 Q1	$285K	Hold	26,760	–	–	0.17%	52
2017 Q4	$288K	Sell	26,760 -17,076	-39%	-$179K	0.18%	55
2017 Q3	$445K	Buy	+43,836	New	+$435K	0.31%	45

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return