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Kohmann Bosshard Financial Services, LLC: SCHZ position timeline

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

Kohmann Bosshard Financial Services, LLC held 3,855,498 SCHZ 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 3,855,498 shares
    Change vs previous 13F +534,699 shares

    7.57% of the 13F portfolio, value $89,177,660.

    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 3,320,799 shares
    Change vs previous 13F +377,186 shares

    7.5% of the 13F portfolio, value $77,108,944.

    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 2,943,613 shares
    Change vs previous 13F +225,771 shares

    6.16% of the 13F portfolio, value $68,909,995.

    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 2,717,842 shares
    Change vs previous 13F +108,896 shares

    6.54% of the 13F portfolio, value $63,816,459.

    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 2,608,946 shares
    Change vs previous 13F +74,596 shares

    6.76% of the 13F portfolio, value $60,631,909.

    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 2,534,350 shares
    Change vs previous 13F +59,485 shares

    6.93% of the 13F portfolio, value $58,727,934.

    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 2,474,865 shares
    Change vs previous 13F +1,317,559 shares

    6.74% of the 13F portfolio, value $56,179,425.

    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 1,157,306 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $54,995,177.

    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).