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Kohmann Bosshard Financial Services, LLC: SCHX position timeline

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

Kohmann Bosshard Financial Services, LLC held 7,904,940 SCHX 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 7,904,940 shares
    Change vs previous 13F +321,711 shares

    19.74% of the 13F portfolio, value $232,642,382.

    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 7,583,229 shares
    Change vs previous 13F +454,867 shares

    18.92% of the 13F portfolio, value $194,433,995.

    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 7,128,362 shares
    Change vs previous 13F +663,721 shares

    17.17% of the 13F portfolio, value $192,010,086.

    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 6,464,641 shares
    Change vs previous 13F +129,196 shares

    17.48% of the 13F portfolio, value $170,595,943.

    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 6,335,445 shares
    Change vs previous 13F +153,842 shares

    17.27% of the 13F portfolio, value $154,838,280.

    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 6,181,603 shares
    Change vs previous 13F +304,048 shares

    16.03% of the 13F portfolio, value $135,899,961.

    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 5,877,555 shares
    Change vs previous 13F +4,057,658 shares

    16.35% of the 13F portfolio, value $136,241,727.

    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 1,819,897 shares
    Change vs previous 13F not available

    15.33% of the 13F portfolio, value $123,480,023.

    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).