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Kohmann Bosshard Financial Services’s Schwab US TIPS ETF SCHP Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.1M Buy
1,664,512
+178,523
+12% +$4.76M 3.74% 6
2026
Q1 		$39.5M Buy
1,485,989
+123,351
+9% +$3.29M 3.85% 6
2025
Q4 		$36.1M Buy
1,362,638
+81,642
+6% +$2.19M 3.23% 7
2025
Q3 		$34.6M Buy
1,280,996
+34,755
+3% +$930K 3.54% 7
2025
Q2 		$33.2M Buy
1,246,241
+10,425
+0.8% +$276K 3.71% 6
2025
Q1 		$33.2M Buy
1,235,816
+52,973
+4% +$1.39M 3.92% 6
2024
Q4 		$30.6M Buy
1,182,843
+79,975
+7% +$2.1M 3.67% 6
2024
Q3 		$29.6M Buy
1,102,868
+38,094
+4% +$1.01M 3.67% 7
2024
Q2 		$27.7M Buy
1,064,774
+372,256
+54% +$9.62M 3.73% 7
2024
Q1 		$18.1M Buy
692,518
+249,662
+56% +$6.48M 2.51% 10
2023
Q4 		$11.6M Buy
442,856
+83,832
+23% +$2.13M 1.76% 20
2023
Q3 		$9.06M Buy
359,024
+22,106
+7% +$570K 1.56% 23
2023
Q2 		$8.83M Buy
336,918
+28,226
+9% +$748K 1.52% 23
2023
Q1 		$8.29M Buy
308,692
+12,574
+4% +$331K 1.56% 22
2022
Q4 		$7.67M Sell
296,118
-65,086
-18% -$1.7M 1.53% 21
2022
Q3 		$9.36M Buy
361,204
+15,302
+4% +$425K 2.07% 17
2022
Q2 		$9.65M Sell
345,902
-14,896
-4% -$432K 2.13% 17
2022
Q1 		$11M Buy
360,798
+9,688
+3% +$297K 2.15% 17
2021
Q4 		$11.1M Buy
351,110
+21,002
+6% +$661K 2.22% 17
2021
Q3 		$10.3M Buy
330,108
+16,860
+5% +$532K 2.26% 14
2021
Q2 		$9.79M Buy
313,248
+14,426
+5% +$447K 2.25% 14
2021
Q1 		$9.14M Buy
298,822
+19,252
+7% +$593K 2.46% 11
2020
Q4 		$8.76M Buy
279,570
+22,200
+9% +$682K 2.73% 11
2020
Q3 		$7.93M Buy
257,370
+1,546
+0.6% +$47.3K 2.87% 10
2020
Q2 		$7.68M Sell
255,824
-8,922
-3% -$264K 2.85% 10
2020
Q1 		$7.61M Sell
264,746
-21,548
-8% -$617K 3.35% 9
2019
Q4 		$8.11M Buy
286,294
+438
+0.2% +$12.4K 2.99% 11
2019
Q3 		$8.11M Buy
285,856
+17,724
+7% +$502K 3.19% 11
2019
Q2 		$7.55M Buy
268,132
+26,976
+11% +$747K 3.16% 11
2019
Q1 		$6.63M Sell
241,156
-1,972
-0.8% -$53.2K 3.13% 10
2018
Q4 		$6.47M Sell
243,128
-132,502
-35% -$3.52M 3.51% 9
2018
Q3 		$10.1M Buy
375,630
+42,206
+13% +$1.15M 5% 7
2018
Q2 		$9.15M Buy
333,424
+14,952
+5% +$408K 5.17% 6
2018
Q1 		$8.74M Buy
318,472
+31,982
+11% +$875K 5.21% 5
2017
Q4 		$7.94M Buy
286,490
+42,868
+18% +$1.19M 5.1% 6
2017
Q3 		$6.73M Buy
+243,622
New +$6.75M 4.73% 7
2017
Q1 		$5.23M Buy
188,450
+12,568
+7% +$347K 4.45% 7
2016
Q4 		$4.85M Buy
+175,882
New +$4.91M 4.51% 7

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its Schwab US TIPS ETF (SCHP) stake by 12% in Q2 2026, buying an estimated $4.76M and bringing the position to 1,664,512 shares worth $44.1M. The position accounts for 3.74% of the portfolio, ranked #6.

Kohmann Bosshard Financial Services first reported a position in SCHP in Q4 2016 and has held it in 38 quarters since. 782 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Kohmann Bosshard Financial Services held 1,664,512 shares of Schwab US TIPS ETF worth $44.1M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 178,523 Schwab US TIPS ETF shares in Q2 2026, an estimated $4.76M.
  • Schwab US TIPS ETF made up 3.74% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #6 holding.
  • Kohmann Bosshard Financial Services first reported a position in Schwab US TIPS ETF in Q4 2016 and has held it in 38 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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