Kohmann Bosshard Financial Services, LLC SCHZ Holdings History
Kohmann Bosshard Financial Services, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Kohmann Bosshard Financial Services, LLC held 2.53 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $58.73 Mil. This investment constitutes 7.04% of their stock portfolio, and Kohmann Bosshard Financial Services, LLC now holds 0.68% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q2. And since then Kohmann Bosshard Financial Services, LLC has made 23 purchases of SCHZ, at an average price of $36.89, for a total of 2.91 Mil shares. In addition, there have been 5 sales at an average price of $51.90 for 373,772.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, Kohmann Bosshard Financial Services, LLC's estimated gain on his SCHZ holdings is $-29.64 Mil, reflecting a -27.63% gain to date.
Kohmann Bosshard Financial Services, LLC SCHZ ($22.98) Holding Chart
Kohmann Bosshard Financial Services, LLC SCHZ ($22.98) 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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