Kohmann Bosshard Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.6M	Sell	585,877 -41,683	-7%	-$1.32M	1.58%	16
2026 Q1	$19.3M	Sell	627,560 -61,087	-9%	-$1.85M	1.87%	15
2025 Q4	$18.8M	Sell	688,647 -206,402	-23%	-$5.61M	1.68%	15
2025 Q3	$24.4M	Sell	895,049 -198,175	-18%	-$5.41M	2.5%	9
2025 Q2	$29M	Sell	1,093,224 -3,591	-0.3%	-$93.8K	3.23%	8
2025 Q1	$30.7M	Sell	1,096,815 -20,692	-2%	-$577K	3.62%	7
2024 Q4	$30.5M	Sell	1,117,507 -50,345	-4%	-$1.43M	3.66%	7
2024 Q3	$32.9M	Sell	1,167,852 -33,693	-3%	-$918K	4.09%	6
2024 Q2	$31.1M	Sell	1,201,545 -492,552	-29%	-$12.8M	4.19%	6
2024 Q1	$45.5M	Sell	1,694,097 -165,630	-9%	-$4.28M	6.34%	2
2023 Q4	$47.2M	Sell	1,859,727 -47,265	-2%	-$1.13M	7.19%	1
2023 Q3	$45M	Sell	1,906,992 -73,200	-4%	-$1.8M	7.75%	1
2023 Q2	$47.9M	Buy	1,980,192 +49,698	+3%	+$1.19M	8.27%	1
2023 Q1	$47.1M	Buy	1,930,494 +98,520	+5%	+$2.46M	8.85%	1
2022 Q4	$46.1M	Buy	1,831,974 +118,938	+7%	+$2.94M	9.19%	1
2022 Q3	$37.9M	Sell	1,713,036 -26,979	-2%	-$655K	8.41%	1
2022 Q2	$41.5M	Buy	1,740,015 +619,989	+55%	+$15.8M	9.18%	1
2022 Q1	$29.5M	Buy	1,120,026 +183,420	+20%	+$4.8M	5.78%	4
2021 Q4	$25.2M	Buy	936,606 +41,736	+5%	+$1.08M	5.05%	6
2021 Q3	$22.1M	Buy	894,870 +42,996	+5%	+$1.09M	4.85%	7
2021 Q2	$21.5M	Buy	851,874 +160,806	+23%	+$4.06M	4.93%	7
2021 Q1	$16.8M	Buy	691,068 +179,073	+35%	+$4.07M	4.51%	7
2020 Q4	$11.4M	Buy	511,995 +24,078	+5%	+$488K	3.54%	8
2020 Q3	$8.99M	Buy	487,917 +18,354	+4%	+$338K	3.26%	8
2020 Q2	$8.1M	Buy	469,563 +125,439	+36%	+$2.12M	3.01%	8
2020 Q1	$5.16M	Sell	344,124 -67,947	-16%	-$1.22M	2.27%	13
2019 Q4	$7.96M	Buy	412,071 +6,795	+2%	+$127K	2.93%	12
2019 Q3	$7.4M	Buy	405,276 +21,933	+6%	+$393K	2.91%	13
2019 Q2	$6.78M	Buy	383,343 +59,739	+18%	+$1.05M	2.83%	13
2019 Q1	$5.64M	Buy	323,604 +11,001	+4%	+$185K	2.67%	13
2018 Q4	$4.89M	Buy	312,603 +18,717	+6%	+$312K	2.65%	12
2018 Q3	$5.19M	Buy	293,886 +12,702	+5%	+$220K	2.56%	12
2018 Q2	$4.62M	Buy	281,184 +40,461	+17%	+$666K	2.61%	12
2018 Q1	$3.93M	Buy	240,723 +52,560	+28%	+$896K	2.35%	15
2017 Q4	$3.21M	Buy	188,163 +136,701	+266%	+$2.25M	2.06%	15
2017 Q3	$803K	Buy	+51,462	New	+$787K	0.56%	33

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Kohmann Bosshard Financial Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.6% in Q2 2026, selling an estimated $1.32M and leaving 585,877 shares worth $18.6M. The position accounts for 1.58% of the portfolio, ranked #16.

Kohmann Bosshard Financial Services first reported a position in SCHD in Q3 2017 and has held it in 36 quarters since. The position peaked at $47.9M in Q2 2023. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Kohmann Bosshard Financial Services held 585,877 shares of Schwab US Dividend Equity ETF worth $18.6M as of Q2 2026.
Kohmann Bosshard Financial Services sold 41,683 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.32M.
Schwab US Dividend Equity ETF made up 1.58% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #16 holding.
Kohmann Bosshard Financial Services first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and has held it in 36 quarters since.
Kohmann Bosshard Financial Services's Schwab US Dividend Equity ETF position peaked at $47.9M in Q2 2023.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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