Kohmann Bosshard Financial Services’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.2M	Hold	61,008	–	–	0.19%	51
2026 Q1	$1.91M	Sell	61,008 -1	-0%	-$33	0.19%	52
2025 Q4	$2M	Buy	61,009 +1	+0%	+$33	0.18%	60
2025 Q3	$1.96M	Hold	61,008	–	–	0.2%	56
2025 Q2	$1.82M	Hold	61,008	–	–	0.2%	51
2025 Q1	$1.64M	Hold	61,008	–	–	0.19%	57
2024 Q4	$1.73M	Hold	61,008	–	–	0.21%	56
2024 Q3	$1.69M	Buy	61,008 +2	+0%	+$53	0.21%	56
2024 Q2	$1.6M	Buy	61,006 +376	+0.6%	+$9.5K	0.21%	58
2024 Q1	$1.54M	Hold	60,630	–	–	0.21%	61
2023 Q4	$1.4M	Hold	60,630	–	–	0.21%	65
2023 Q3	$1.25M	Hold	60,630	–	–	0.22%	64
2023 Q2	$1.3M	Sell	60,630 -110	-0.2%	-$2.23K	0.22%	62
2023 Q1	$1.2M	Buy	60,740 +110	+0.2%	+$2.13K	0.23%	64
2022 Q4	$1.12M	Hold	60,630	–	–	0.22%	64
2022 Q3	$1.05M	Sell	60,630 -4,530	-7%	-$87.2K	0.23%	59
2022 Q2	$1.19M	Buy	65,160 +4,530	+7%	+$90K	0.26%	50
2022 Q1	$1.33M	Hold	60,630	–	–	0.26%	50
2021 Q4	$1.41M	Hold	60,630	–	–	0.28%	48
2021 Q3	$1.29M	Buy	+60,630	New	+$1.33M	0.28%	45

Other funds holding SCHK

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GAM

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

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

Kohmann Bosshard Financial Services held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 61,008 shares worth $2.2M. The position accounts for 0.19% of the portfolio, ranked #51.

Kohmann Bosshard Financial Services first reported a position in SCHK in Q3 2021 and has held it in 20 quarters since. 48 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Kohmann Bosshard Financial Services held 61,008 shares of Schwab 1000 Index ETF worth $2.2M as of Q2 2026.
Kohmann Bosshard Financial Services left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up 0.19% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #51 holding.
Kohmann Bosshard Financial Services first reported a position in Schwab 1000 Index ETF in Q3 2021 and has held it in 20 quarters since.
48 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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