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Kohmann Bosshard Financial Services, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kohmann Bosshard Financial Services, LLC on SCHW, newest first. How the timeline and the estimate are built.

Kohmann Bosshard Financial Services, LLC held 72,757 SCHW 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 72,757 shares
    Change vs previous 13F +23 shares

    0.57% of the 13F portfolio, value $6,713,326.

    13F-HR 0001696615-26-000004 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F/A 72,734 shares
    Change vs previous 13F +1,746 shares

    0.67% of the 13F portfolio, value $6,835,496.

    13F-HR/A 0001696615-26-000003 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 70,988 shares
    Change vs previous 13F -4,650 shares

    0.63% of the 13F portfolio, value $7,091,837.

    13F-HR 0001696615-26-000001 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 75,638 shares
    Change vs previous 13F -4,099 shares

    0.74% of the 13F portfolio, value $7,221,329.

    13F-HR 0001696615-25-000007 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 79,737 shares
    Change vs previous 13F -16,987 shares

    0.81% of the 13F portfolio, value $7,275,182.

    13F-HR 0001696615-25-000003 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 96,724 shares
    Change vs previous 13F -4,750 shares

    0.89% of the 13F portfolio, value $7,571,538.

    13F-HR 0001696615-25-000002 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 101,474 shares
    Change vs previous 13F -7,387 shares

    0.9% of the 13F portfolio, value $7,510,097.

    13F-HR 0001696615-25-000001 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 108,861 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $7,055,277.

    13F-HR 0001754960-24-000510 filed by Kohmann Bosshard Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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