Kohmann Bosshard Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.1M	Sell	140,532 -2,337	-2%	-$83.4K	0.43%	27
2026 Q1	$4.71M	Sell	142,869 -4,106	-3%	-$140K	0.46%	27
2025 Q4	$4.81M	Sell	146,975 -1,142	-0.8%	-$38.1K	0.43%	31
2025 Q3	$4.94M	Sell	148,117 -37,012	-20%	-$1.17M	0.51%	31
2025 Q2	$5.58M	Buy	185,129 +4,724	+3%	+$134K	0.62%	26
2025 Q1	$4.98M	Buy	180,405 +277	+0.2%	+$7.58K	0.59%	26
2024 Q4	$4.8M	Sell	180,128 -6,089	-3%	-$172K	0.58%	27
2024 Q3	$5.43M	Buy	186,217 +460	+0.2%	+$12.5K	0.67%	28
2024 Q2	$4.93M	Sell	185,757 -13,484	-7%	-$351K	0.66%	28
2024 Q1	$5.03M	Sell	199,241 -8,275	-4%	-$203K	0.7%	31
2023 Q4	$5.14M	Sell	207,516 -9,985	-5%	-$240K	0.78%	30
2023 Q3	$5.21M	Sell	217,501 -4,682	-2%	-$116K	0.9%	28
2023 Q2	$5.47M	Sell	222,183 -25,521	-10%	-$624K	0.94%	28
2023 Q1	$6.07M	Sell	247,704 -4,286	-2%	-$106K	1.14%	28
2022 Q4	$5.96M	Buy	251,990 +47,783	+23%	+$1.11M	1.19%	27
2022 Q3	$4.57M	Sell	204,207 -12,692	-6%	-$314K	1.01%	27
2022 Q2	$5.5M	Sell	216,899 -325,464	-60%	-$8.5M	1.22%	25
2022 Q1	$15.1M	Sell	542,363 -97,429	-15%	-$2.82M	2.96%	9
2021 Q4	$18.8M	Buy	639,792 +117,050	+22%	+$3.58M	3.77%	9
2021 Q3	$15.9M	Sell	522,742 -37,161	-7%	-$1.16M	3.49%	9
2021 Q2	$18.4M	Buy	559,903 +133,927	+31%	+$4.34M	4.23%	8
2021 Q1	$13.5M	Buy	425,976 +64,976	+18%	+$2.12M	3.64%	9
2020 Q4	$11.5M	Sell	361,000 -2,467	-0.7%	-$71.5K	3.59%	7
2020 Q3	$9.73M	Sell	363,467 -34,521	-9%	-$922K	3.52%	7
2020 Q2	$9.69M	Sell	397,988 -50,993	-11%	-$1.16M	3.6%	7
2020 Q1	$9.29M	Sell	448,981 -32,747	-7%	-$819K	4.09%	7
2019 Q4	$13.2M	Buy	481,728 +11,117	+2%	+$293K	4.86%	7
2019 Q3	$11.8M	Buy	470,611 +44,184	+10%	+$1.12M	4.65%	7
2019 Q2	$11.2M	Buy	426,427 +46,950	+12%	+$1.22M	4.68%	7
2019 Q1	$9.87M	Buy	379,477 +13,372	+4%	+$339K	4.67%	7
2018 Q4	$8.61M	Sell	366,105 -35,440	-9%	-$859K	4.67%	7
2018 Q3	$10.3M	Buy	401,545 +29,315	+8%	+$760K	5.1%	6
2018 Q2	$9.64M	Buy	372,230 +24,909	+7%	+$685K	5.44%	5
2018 Q1	$9.97M	Buy	347,321 +24,893	+8%	+$729K	5.95%	4
2017 Q4	$9.01M	Buy	322,428 +26,378	+9%	+$727K	5.78%	4
2017 Q3	$7.97M	Buy	+296,050	New	+$7.84M	5.6%	6
2017 Q1	$6.4M	Buy	266,846 +9,743	+4%	+$227K	5.44%	6
2016 Q4	$5.91M	Buy	+257,103	New	+$5.75M	5.5%	6

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

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

Kohmann Bosshard Financial Services reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.6% in Q2 2026, selling an estimated $83.4K and leaving 140,532 shares worth $5.1M. The position accounts for 0.43% of the portfolio, ranked #27.

Kohmann Bosshard Financial Services first reported a position in SCHE in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.8M in Q4 2021. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Kohmann Bosshard Financial Services held 140,532 shares of Schwab Emerging Markets Equity ETF worth $5.1M as of Q2 2026.
Kohmann Bosshard Financial Services sold 2,337 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $83.4K.
Schwab Emerging Markets Equity ETF made up 0.43% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #27 holding.
Kohmann Bosshard Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and has held it in 38 quarters since.
Kohmann Bosshard Financial Services's Schwab Emerging Markets Equity ETF position peaked at $18.8M in Q4 2021.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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