Number of Shares
1.22 Mil
Current Holdings Value*
$28.41 Mil
% of Portfolio
3.41%
Total Estimate Gain
$-6.50 Mil
% of Total Estimate Gain
-11.68%

Kohmann Bosshard Financial Services, LLC's Schwab U.S. Small-Cap ETF Holding Summary

As of 2025-03-31, Kohmann Bosshard Financial Services, LLC held 1.22 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $28.41 Mil. This investment constitutes 3.41% of their stock portfolio, and Kohmann Bosshard Financial Services, LLC now holds 0.18% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.

The initial trade took place in 2018Q2. And since then Kohmann Bosshard Financial Services, LLC has made 16 purchases of SCHA, at an average price of $33.73, for a total of 1.65 Mil shares. In addition, there have been 12 sales at an average price of $39.79 for 432,722.00 shares. Based on historical transaction data and SCHA's current price of $26.23, Kohmann Bosshard Financial Services, LLC's estimated gain on his SCHA holdings is $-6.50 Mil, reflecting a -11.68% gain to date.

Kohmann Bosshard Financial Services, LLC SCHA ($26.23) Holding Chart

Kohmann Bosshard Financial Services, LLC SCHA ($26.23) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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