Kohmann Bosshard Financial Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,347	Closed	-$158K	–	521
2025 Q4	$158K	Buy	+5,347	New	+$156K	0.01%	319
2025 Q1	–	Sell	-4,112	Closed	-$107K	–	677
2024 Q4	$107K	Sell	4,112 -6,268	-60%	-$169K	0.01%	249
2024 Q3	$278K	Hold	10,380	–	–	0.03%	167
2024 Q2	$256K	Sell	10,380 -372	-3%	-$9.19K	0.03%	163
2024 Q1	$272K	Hold	10,752	–	–	0.04%	168
2023 Q4	$251K	Hold	10,752	–	–	0.04%	168
2023 Q3	$231K	Hold	10,752	–	–	0.04%	161
2023 Q2	$240K	Hold	10,752	–	–	0.04%	158
2023 Q1	$235K	Hold	10,752	–	–	0.04%	142
2022 Q4	$237K	Hold	10,752	–	–	0.05%	135
2022 Q3	$210K	Sell	10,752 -1,881	-15%	-$40.5K	0.05%	124
2022 Q2	$263K	Buy	+12,633	New	+$284K	0.06%	108
2020 Q3	–	Sell	-6,267	Closed	-$105K	–	123
2020 Q2	$105K	Buy	+6,267	New	+$102K	0.04%	122
2020 Q1	–	Sell	-6,267	Closed	-$126K	–	122
2019 Q4	$126K	Hold	6,267	–	–	0.05%	102
2019 Q3	$119K	Hold	6,267	–	–	0.05%	104
2019 Q2	$117K	Buy	+6,267	New	+$116K	0.05%	105

Other funds holding SCHV

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MGIA

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Kohmann Bosshard Financial Services's SCHV Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 5,347 shares — an estimated $158K sold.

Kohmann Bosshard Financial Services first reported a position in SCHV in Q2 2019 and held it in 16 quarters. The position peaked at $278K in Q3 2024. 969 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 5,347 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $158K.
Kohmann Bosshard Financial Services first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and held it in 16 quarters.
Kohmann Bosshard Financial Services's Schwab US Large-Cap Value ETF position peaked at $278K in Q3 2024.
969 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.