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Kohmann Bosshard Financial Services’s Schwab Municipal Bond ETF SCMB Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-89
Closed -$2.29K – 522
2025
Q4 		$2.29K Buy
+89
New +$2.29K ﹤0.01% 967

Other funds holding SCMB

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Kohmann Bosshard Financial Services sold out of Schwab Municipal Bond ETF (SCMB) in Q1 2026, closing a stake of 89 shares — an estimated $2.29K sold.

Kohmann Bosshard Financial Services first reported a position in SCMB in Q4 2025 and held it in 1 quarter. The position peaked at $2.29K in Q4 2025. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Schwab Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 89 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $2.29K.
  • Kohmann Bosshard Financial Services first reported a position in Schwab Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Schwab Municipal Bond ETF position peaked at $2.29K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

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