Number of Shares
70,946.00
Current Holdings Value*
$1.80 Mil
% of Portfolio
0.22%
Total Estimate Gain
$356,125.90
% of Total Estimate Gain
2.53%

Kohmann Bosshard Financial Services, LLC's Schwab International Dividend Equity ETF Holding Summary

As of 2025-03-31, Kohmann Bosshard Financial Services, LLC held 70,946.00 shares of Schwab International Dividend Equity ETF(SCHY), totaling $1.80 Mil. This investment constitutes 0.22% of their stock portfolio, and Kohmann Bosshard Financial Services, LLC now holds 0.19% of the outstanding Schwab International Dividend Equity ETF(SCHY) stock.

The initial trade took place in 2022Q2. And since then Kohmann Bosshard Financial Services, LLC has made 5 purchases of SCHY, at an average price of $24.01, for a total of 585,633.00 shares. In addition, there have been 7 sales at an average price of $24.21 for 514,687.00 shares. Based on historical transaction data and SCHY's current price of $27.60, Kohmann Bosshard Financial Services, LLC's estimated gain on his SCHY holdings is $356,125.90, reflecting a 2.53% gain to date.

Kohmann Bosshard Financial Services, LLC SCHY ($27.60) Holding Chart

Kohmann Bosshard Financial Services, LLC SCHY ($27.60) 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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