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Kohmann Bosshard Financial Services’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SCHY Stock Details SCHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87M Sell
59,034
-748
-1% -$24.1K 0.16% 57
2026
Q1 		$1.89M Sell
59,782
-4,666
-7% -$148K 0.18% 54
2025
Q4 		$1.92M Sell
64,448
-3,451
-5% -$99.7K 0.17% 62
2025
Q3 		$1.9M Sell
67,899
-1,156
-2% -$32.1K 0.19% 58
2025
Q2 		$1.89M Sell
69,055
-1,891
-3% -$49.9K 0.21% 50
2025
Q1 		$1.8M Sell
70,946
-128,728
-64% -$3.14M 0.21% 52
2024
Q4 		$4.62M Sell
199,674
-110,182
-36% -$2.7M 0.55% 29
2024
Q3 		$8.11M Sell
309,856
-13,502
-4% -$340K 1.01% 23
2024
Q2 		$7.62M Sell
323,358
-191,190
-37% -$4.6M 1.03% 24
2024
Q1 		$12.5M Sell
514,548
-49,769
-9% -$1.21M 1.74% 17
2023
Q4 		$13.9M Sell
564,317
-8,377
-1% -$196K 2.11% 15
2023
Q3 		$13.2M Buy
572,694
+20,030
+4% +$476K 2.27% 15
2023
Q2 		$13.2M Buy
552,664
+17,115
+3% +$412K 2.28% 15
2023
Q1 		$12.7M Buy
535,549
+7,700
+1% +$179K 2.38% 15
2022
Q4 		$11.8M Sell
527,849
-12,939
-2% -$282K 2.36% 15
2022
Q3 		$10.8M Buy
540,788
+48,483
+10% +$1.06M 2.4% 13
2022
Q2 		$11.1M Buy
+492,305
New +$11.9M 2.45% 10

Other funds holding SCHY

FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
RMF
Red Mountain Financial Fort Collins, Colorado $119M AUM 21.12% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Kohmann Bosshard Financial Services reduced its Schwab International Dividend Equity ETF (SCHY) stake by 1.3% in Q2 2026, selling an estimated $24.1K and leaving 59,034 shares worth $1.87M. The position accounts for 0.16% of the portfolio, ranked #57.

Kohmann Bosshard Financial Services first reported a position in SCHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.9M in Q4 2023. 41 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Kohmann Bosshard Financial Services held 59,034 shares of Schwab International Dividend Equity ETF worth $1.87M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 748 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $24.1K.
  • Schwab International Dividend Equity ETF made up 0.16% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #57 holding.
  • Kohmann Bosshard Financial Services first reported a position in Schwab International Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Kohmann Bosshard Financial Services's Schwab International Dividend Equity ETF position peaked at $13.9M in Q4 2023.
  • 41 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

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