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

Kohmann Bosshard Financial Services’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233M Buy
7,904,940
+321,711
+4% +$9.19M 19.74% 1
2026
Q1 		$194M Buy
7,583,229
+454,867
+6% +$12.2M 18.92% 1
2025
Q4 		$192M Buy
7,128,362
+663,721
+10% +$17.7M 17.17% 1
2025
Q3 		$171M Buy
6,464,641
+129,196
+2% +$3.28M 17.48% 1
2025
Q2 		$155M Buy
6,335,445
+153,842
+2% +$3.48M 17.27% 1
2025
Q1 		$136M Buy
6,181,603
+304,048
+5% +$7.08M 16.03% 1
2024
Q4 		$136M Buy
5,877,555
+417,864
+8% +$9.74M 16.35% 1
2024
Q3 		$123M Buy
5,459,691
+314,580
+6% +$6.85M 15.33% 1
2024
Q2 		$110M Buy
5,145,111
+1,715,352
+50% +$35.4M 14.83% 1
2024
Q1 		$71M Buy
3,429,759
+1,012,683
+42% +$19.9M 9.88% 1
2023
Q4 		$45.4M Buy
2,417,076
+275,046
+13% +$4.83M 6.92% 2
2023
Q3 		$36.1M Buy
2,142,030
+276,774
+15% +$4.86M 6.22% 2
2023
Q2 		$32.6M Buy
1,865,256
+104,979
+6% +$1.73M 5.61% 3
2023
Q1 		$28.4M Buy
1,760,277
+8,934
+0.5% +$141K 5.33% 3
2022
Q4 		$26.4M Sell
1,751,343
-174,174
-9% -$2.64M 5.25% 3
2022
Q3 		$27.2M Sell
1,925,517
-117,867
-6% -$1.85M 6.03% 3
2022
Q2 		$30.4M Sell
2,043,384
-401,841
-16% -$6.51M 6.72% 2
2022
Q1 		$43.9M Buy
2,445,225
+42,579
+2% +$754K 8.61% 1
2021
Q4 		$45.9M Buy
2,402,646
+94,764
+4% +$1.75M 9.21% 1
2021
Q3 		$40M Buy
2,307,882
+112,884
+5% +$2.01M 8.77% 1
2021
Q2 		$38M Buy
2,194,998
+88,590
+4% +$1.49M 8.73% 1
2021
Q1 		$33.7M Buy
2,106,408
+336,570
+19% +$5.27M 9.06% 1
2020
Q4 		$27.6M Sell
1,769,838
-309,348
-15% -$4.43M 8.59% 2
2020
Q3 		$27.9M Sell
2,079,186
-36,822
-2% -$489K 10.12% 1
2020
Q2 		$26.1M Buy
2,116,008
+343,464
+19% +$4M 9.7% 1
2020
Q1 		$18.1M Sell
1,772,544
-400,458
-18% -$4.86M 7.96% 2
2019
Q4 		$27.8M Buy
2,173,002
+26,058
+1% +$319K 10.25% 1
2019
Q3 		$25.4M Buy
2,146,944
+93,840
+5% +$1.11M 9.97% 1
2019
Q2 		$24M Buy
2,053,104
+247,368
+14% +$2.84M 10.04% 1
2019
Q1 		$20.3M Buy
1,805,736
+169,194
+10% +$1.83M 9.62% 1
2018
Q4 		$16.3M Buy
1,636,542
+73,026
+5% +$784K 8.82% 1
2018
Q3 		$18.1M Buy
1,563,516
+47,070
+3% +$535K 8.95% 2
2018
Q2 		$16.4M Buy
1,516,446
+62,058
+4% +$669K 9.27% 2
2018
Q1 		$15.3M Buy
1,454,388
+92,970
+7% +$1.01M 9.12% 2
2017
Q4 		$14.5M Buy
1,361,418
+59,220
+5% +$613K 9.29% 2
2017
Q3 		$13M Buy
+1,302,198
New +$12.8M 9.16% 2
2017
Q1 		$9.63M Buy
1,026,552
+14,490
+1% +$134K 8.19% 2
2016
Q4 		$9.23M Buy
+1,012,062
New +$8.79M 8.59% 2

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its Schwab US Large- Cap ETF (SCHX) stake by 4.2% in Q2 2026, buying an estimated $9.19M and bringing the position to 7,904,940 shares worth $233M. The position accounts for 19.74% of the portfolio, ranked #1.

Kohmann Bosshard Financial Services first reported a position in SCHX in Q4 2016 and has held it in 38 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Kohmann Bosshard Financial Services held 7,904,940 shares of Schwab US Large- Cap ETF worth $233M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 321,711 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.19M.
  • Schwab US Large- Cap ETF made up 19.74% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #1 holding.
  • Kohmann Bosshard Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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