Kohmann Bosshard Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.23M	Sell	196,201 -9,026	-4%	-$311K	0.61%	24
2026 Q1	$6.35M	Sell	205,227 -4,339	-2%	-$138K	0.62%	25
2025 Q4	$6.3M	Sell	209,566 -5,313	-2%	-$158K	0.56%	27
2025 Q3	$6.39M	Sell	214,879 -10,715	-5%	-$312K	0.66%	26
2025 Q2	$6.33M	Sell	225,594 -3,922	-2%	-$103K	0.71%	24
2025 Q1	$6.01M	Sell	229,516 -43,834	-16%	-$1.22M	0.71%	24
2024 Q4	$7.57M	Sell	273,350 -38,893	-12%	-$1.11M	0.91%	22
2024 Q3	$8.65M	Sell	312,243 -10,200	-3%	-$271K	1.07%	21
2024 Q2	$8.37M	Sell	322,443 -128,550	-29%	-$3.36M	1.13%	21
2024 Q1	$12.2M	Sell	450,993 -40,149	-8%	-$1.02M	1.7%	18
2023 Q4	$12.3M	Sell	491,142 -7,545	-2%	-$173K	1.88%	17
2023 Q3	$11.3M	Buy	498,687 +13,536	+3%	+$321K	1.94%	18
2023 Q2	$11.5M	Buy	485,151 +19,572	+4%	+$441K	1.98%	17
2023 Q1	$10.5M	Buy	465,579 +7,008	+2%	+$161K	1.98%	18
2022 Q4	$10M	Sell	458,571 -16,515	-3%	-$362K	2%	18
2022 Q3	$9.59M	Buy	475,086 +56,265	+13%	+$1.26M	2.12%	16
2022 Q2	$8.76M	Sell	418,821 -25,692	-6%	-$593K	1.94%	18
2022 Q1	$11.2M	Buy	444,513 +24,057	+6%	+$603K	2.21%	16
2021 Q4	$11.3M	Buy	420,456 +28,068	+7%	+$749K	2.26%	16
2021 Q3	$10M	Buy	392,388 +28,032	+8%	+$732K	2.2%	15
2021 Q2	$9.51M	Buy	364,356 +23,703	+7%	+$612K	2.18%	15
2021 Q1	$8.45M	Buy	340,653 +46,323	+16%	+$1.12M	2.27%	13
2020 Q4	$6.75M	Buy	294,330 +1,827	+0.6%	+$38.1K	2.1%	17
2020 Q3	$5.41M	Buy	292,503 +1,026	+0.4%	+$19K	1.96%	18
2020 Q2	$5.11M	Buy	291,477 +7,665	+3%	+$125K	1.9%	18
2020 Q1	$3.99M	Sell	283,812 -33,912	-11%	-$621K	1.75%	20
2019 Q4	$6.37M	Buy	317,724 +6,840	+2%	+$132K	2.35%	15
2019 Q3	$5.86M	Buy	310,884 +21,303	+7%	+$402K	2.3%	15
2019 Q2	$5.51M	Buy	289,581 +35,439	+14%	+$663K	2.3%	14
2019 Q1	$4.69M	Buy	254,142 +12,921	+5%	+$231K	2.22%	14
2018 Q4	$3.85M	Sell	241,221 -2,025	-0.8%	-$35.4K	2.09%	14
2018 Q3	$4.69M	Buy	243,246 +9,669	+4%	+$184K	2.32%	15
2018 Q2	$4.27M	Buy	233,577 +7,131	+3%	+$129K	2.41%	13
2018 Q1	$3.99M	Buy	226,446 +3,726	+2%	+$66.9K	2.38%	12
2017 Q4	$3.96M	Sell	222,720 -32,325	-13%	-$558K	2.54%	12
2017 Q3	$4.26M	Buy	+255,045	New	+$4.15M	2.99%	11
2017 Q1	$3.46M	Buy	219,285 +18,669	+9%	+$291K	2.95%	11
2016 Q4	$3.11M	Buy	+200,616	New	+$2.94M	2.89%	11

Other funds holding SCHM

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

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

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

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

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

Kohmann Bosshard Financial Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.4% in Q2 2026, selling an estimated $311K and leaving 196,201 shares worth $7.23M. The position accounts for 0.61% of the portfolio, ranked #24.

Kohmann Bosshard Financial Services first reported a position in SCHM in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.3M in Q4 2023. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Kohmann Bosshard Financial Services held 196,201 shares of Schwab US Mid-Cap ETF worth $7.23M as of Q2 2026.
Kohmann Bosshard Financial Services sold 9,026 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $311K.
Schwab US Mid-Cap ETF made up 0.61% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #24 holding.
Kohmann Bosshard Financial Services first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
Kohmann Bosshard Financial Services's Schwab US Mid-Cap ETF position peaked at $12.3M in Q4 2023.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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