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Kohmann Bosshard Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89.2M Buy
3,855,498
+534,699
+16% +$12.4M 7.57% 4
2026
Q1 		$77.1M Buy
3,320,799
+377,186
+13% +$8.83M 7.5% 4
2025
Q4 		$68.9M Buy
2,943,613
+225,771
+8% +$5.3M 6.16% 4
2025
Q3 		$63.8M Buy
2,717,842
+108,896
+4% +$2.53M 6.54% 4
2025
Q2 		$60.6M Buy
2,608,946
+74,596
+3% +$1.71M 6.76% 4
2025
Q1 		$58.7M Buy
2,534,350
+59,485
+2% +$1.36M 6.93% 4
2024
Q4 		$56.2M Buy
2,474,865
+160,253
+7% +$3.7M 6.74% 2
2024
Q3 		$55M Buy
2,314,612
+82,862
+4% +$1.94M 6.83% 2
2024
Q2 		$50.9M Buy
2,231,750
+591,874
+36% +$13.4M 6.85% 2
2024
Q1 		$37.7M Buy
1,639,876
+174,474
+12% +$4.01M 5.25% 4
2023
Q4 		$34.2M Buy
1,465,402
+56,834
+4% +$1.27M 5.2% 4
2023
Q3 		$31.2M Buy
1,408,568
+65,882
+5% +$1.49M 5.37% 4
2023
Q2 		$31M Buy
1,342,686
+178,842
+15% +$4.16M 5.34% 4
2023
Q1 		$27.4M Buy
1,163,844
+91,962
+9% +$2.14M 5.14% 4
2022
Q4 		$24.5M Buy
1,071,882
+114,884
+12% +$2.62M 4.87% 5
2022
Q3 		$21.7M Buy
956,998
+136,666
+17% +$3.25M 4.81% 5
2022
Q2 		$19.6M Sell
820,332
-134,790
-14% -$3.26M 4.34% 6
2022
Q1 		$24.1M Sell
955,122
-5,304
-0.6% -$138K 4.74% 7
2021
Q4 		$26M Sell
960,426
-371,664
-28% -$10M 5.21% 5
2021
Q3 		$36.1M Buy
1,332,090
+104,450
+9% +$2.86M 7.92% 2
2021
Q2 		$33.5M Buy
1,227,640
+45,342
+4% +$1.23M 7.7% 2
2021
Q1 		$31.9M Buy
1,182,298
+110,962
+10% +$3.05M 8.57% 2
2020
Q4 		$30.4M Buy
1,071,336
+110,268
+11% +$3.08M 9.46% 1
2020
Q3 		$26.9M Buy
961,068
+98,688
+11% +$2.78M 9.76% 2
2020
Q2 		$24.3M Buy
862,380
+163,250
+23% +$4.54M 9% 2
2020
Q1 		$19M Sell
699,130
-53,676
-7% -$1.45M 8.34% 1
2019
Q4 		$20.1M Buy
752,806
+25,752
+4% +$690K 7.41% 3
2019
Q3 		$19.6M Buy
727,054
+43,100
+6% +$1.15M 7.69% 2
2019
Q2 		$18.1M Buy
683,954
+33,372
+5% +$868K 7.58% 2
2019
Q1 		$16.9M Buy
650,582
+14,996
+2% +$383K 7.98% 2
2018
Q4 		$16.1M Sell
635,586
-182,110
-22% -$4.55M 8.71% 2
2018
Q3 		$20.5M Buy
817,696
+87,926
+12% +$2.22M 10.14% 1
2018
Q2 		$18.5M Buy
729,770
+37,430
+5% +$946K 10.43% 1
2018
Q1 		$17.7M Buy
692,340
+94,240
+16% +$2.41M 10.54% 1
2017
Q4 		$15.6M Buy
598,100
+88,124
+17% +$2.3M 9.99% 1
2017
Q3 		$13.4M Buy
+509,976
New +$13.4M 9.38% 1
2017
Q1 		$9.46M Buy
365,152
+26,406
+8% +$682K 8.05% 3
2016
Q4 		$8.72M Buy
+338,746
New +$8.86M 8.11% 3

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 16% in Q2 2026, buying an estimated $12.4M and bringing the position to 3,855,498 shares worth $89.2M. The position accounts for 7.57% of the portfolio, ranked #4.

Kohmann Bosshard Financial Services first reported a position in SCHZ in Q4 2016 and has held it in 38 quarters since. 666 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Kohmann Bosshard Financial Services held 3,855,498 shares of Schwab US Aggregate Bond ETF worth $89.2M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 534,699 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $12.4M.
  • Schwab US Aggregate Bond ETF made up 7.57% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #4 holding.
  • Kohmann Bosshard Financial Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • 666 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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