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Kohmann Bosshard Financial Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,353
Closed -$252K – 205
2025
Q1 		$252K Sell
10,353
-7,420
-42% -$180K 0.03% 186
2024
Q4 		$428K Buy
17,773
+319
+2% +$7.72K 0.05% 123
2024
Q3 		$427K Buy
17,454
+560
+3% +$13.6K 0.05% 127
2024
Q2 		$407K Buy
+16,894
New +$405K 0.05% 127

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kohmann Bosshard Financial Services's SCHO Position: Q2 2025 in Review

Kohmann Bosshard Financial Services sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2025, closing a stake of 10,353 shares — an estimated $252K sold.

Kohmann Bosshard Financial Services first reported a position in SCHO in Q2 2024 and held it in 4 quarters. The position peaked at $428K in Q4 2024. 654 funds tracked by Wall St. Rank hold SCHO as of Q2 2025.

  • Kohmann Bosshard Financial Services reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 10,353 Schwab Short-Term US Treasury ETF shares in Q2 2025, an estimated $252K.
  • Kohmann Bosshard Financial Services first reported a position in Schwab Short-Term US Treasury ETF in Q2 2024 and held it in 4 quarters.
  • Kohmann Bosshard Financial Services's Schwab Short-Term US Treasury ETF position peaked at $428K in Q4 2024.
  • 654 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.