Kohmann Bosshard Financial Services, LLC: SCHD position timeline

Kohmann Bosshard Financial Services, LLC held 585,877 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 585,877 shares

   Change vs previous 13F -41,683 shares

   1.58% of the 13F portfolio, value $18,578,156.

   13F-HR 0001696615-26-000004 filed by Kohmann Bosshard Financial Services, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F/A 627,560 shares

   Change vs previous 13F -61,087 shares

   1.87% of the 13F portfolio, value $19,253,530.

   13F-HR/A 0001696615-26-000003 filed by Kohmann Bosshard Financial Services, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 688,647 shares

   Change vs previous 13F -206,402 shares

   1.68% of the 13F portfolio, value $18,769,913.

   13F-HR 0001696615-26-000001 filed by Kohmann Bosshard Financial Services, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 895,049 shares

   Change vs previous 13F -198,175 shares

   2.5% of the 13F portfolio, value $24,434,888.

   13F-HR 0001696615-25-000007 filed by Kohmann Bosshard Financial Services, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,093,224 shares

   Change vs previous 13F -3,591 shares

   3.23% of the 13F portfolio, value $28,970,430.

   13F-HR 0001696615-25-000003 filed by Kohmann Bosshard Financial Services, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 1,096,815 shares

   Change vs previous 13F -20,692 shares

   3.62% of the 13F portfolio, value $30,666,954.

   13F-HR 0001696615-25-000002 filed by Kohmann Bosshard Financial Services, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 1,117,507 shares

   Change vs previous 13F +728,223 shares

   3.66% of the 13F portfolio, value $30,530,283.

   13F-HR 0001696615-25-000001 filed by Kohmann Bosshard Financial Services, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 389,284 shares

   Change vs previous 13F not available

   4.09% of the 13F portfolio, value $32,906,203.

   13F-HR 0001754960-24-000510 filed by Kohmann Bosshard Financial Services, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).