Number of Shares
1.24 Mil
Current Holdings Value*
$33.24 Mil
% of Portfolio
3.98%
Total Estimate Gain
$-14.71 Mil
% of Total Estimate Gain
-27.22%

Kohmann Bosshard Financial Services, LLC's Schwab U.S. Tips ETF Holding Summary

As of 2025-03-31, Kohmann Bosshard Financial Services, LLC held 1.24 Mil shares of Schwab U.S. Tips ETF(SCHP), totaling $33.24 Mil. This investment constitutes 3.98% of their stock portfolio, and Kohmann Bosshard Financial Services, LLC now holds 0.26% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.

The initial trade took place in 2018Q2. And since then Kohmann Bosshard Financial Services, LLC has made 22 purchases of SCHP, at an average price of $39.78, for a total of 1.36 Mil shares. In addition, there have been 6 sales at an average price of $53.65 for 122,463.00 shares. Based on historical transaction data and SCHP's current price of $26.50, Kohmann Bosshard Financial Services, LLC's estimated gain on his SCHP holdings is $-14.71 Mil, reflecting a -27.22% gain to date.

Kohmann Bosshard Financial Services, LLC SCHP ($26.50) Holding Chart

Kohmann Bosshard Financial Services, LLC SCHP ($26.50) 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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