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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 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. 218 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.
218 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.