Kohmann Bosshard Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.18M	Sell	94,045 -1,793	-2%	-$59.4K	0.27%	37
2026 Q1	$2.79M	Buy	95,838 +1,761	+2%	+$54.7K	0.27%	39
2025 Q4	$3.07M	Sell	94,077 -689	-0.7%	-$22.4K	0.27%	41
2025 Q3	$3.02M	Sell	94,766 -75,123	-44%	-$2.29M	0.31%	39
2025 Q2	$4.96M	Buy	169,889 +3,000	+2%	+$79.3K	0.55%	29
2025 Q1	$4.18M	Buy	166,889 +5,000	+3%	+$137K	0.49%	28
2024 Q4	$4.51M	Sell	161,889 -15	-0%	-$410	0.54%	30
2024 Q3	$4.22M	Hold	161,904	–	–	0.52%	31
2024 Q2	$4.08M	Hold	161,904	–	–	0.55%	30
2024 Q1	$3.75M	Sell	161,904 -600	-0.4%	-$13.3K	0.52%	36
2023 Q4	$3.37M	Sell	162,504 -11,748	-7%	-$227K	0.51%	37
2023 Q3	$3.17M	Buy	174,252 +5,464	+3%	+$103K	0.55%	35
2023 Q2	$3.16M	Sell	168,788 -12,264	-7%	-$210K	0.55%	35
2023 Q1	$2.95M	Sell	181,052 -1,140	-0.6%	-$17.3K	0.55%	35
2022 Q4	$2.53M	Sell	182,192 -42,876	-19%	-$616K	0.5%	38
2022 Q3	$3.14M	Sell	225,068 -65,772	-23%	-$1.03M	0.7%	32
2022 Q2	$4.22M	Buy	290,840 +16,744	+6%	+$268K	0.93%	29
2022 Q1	$5.13M	Buy	274,096 +42,584	+18%	+$777K	1.01%	24
2021 Q4	$4.74M	Buy	231,512 +624	+0.3%	+$12.5K	0.95%	25
2021 Q3	$4.27M	Buy	230,888 +24	+0%	+$457	0.94%	24
2021 Q2	$4.21M	Buy	230,864 +171,312	+288%	+$2.96M	0.97%	23
2021 Q1	$966K	Buy	+59,552	New	+$969K	0.26%	50

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

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

Kohmann Bosshard Financial Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q2 2026, selling an estimated $59.4K and leaving 94,045 shares worth $3.18M. The position accounts for 0.27% of the portfolio, ranked #37.

Kohmann Bosshard Financial Services first reported a position in SCHG in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.13M in Q1 2022. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Kohmann Bosshard Financial Services held 94,045 shares of Schwab US Large-Cap Growth ETF worth $3.18M as of Q2 2026.
Kohmann Bosshard Financial Services sold 1,793 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $59.4K.
Schwab US Large-Cap Growth ETF made up 0.27% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #37 holding.
Kohmann Bosshard Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
Kohmann Bosshard Financial Services's Schwab US Large-Cap Growth ETF position peaked at $5.13M in Q1 2022.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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