Kohmann Bosshard Financial Services, LLC

Position in SCHW — Schwab Charles Corp

CIK 1696615 FAIRLAWN, OH

Position in SCHW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$6,713,288

-$122,253 QoQ

Shares Held

72,757

+0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

7.84%

of 13F equity value

Holder Rank

#119

of 848 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kohmann Bosshard Financial Services, LLC holds $7,107,927 across 3 Capital Markets names. SCHW ranks #1 (94.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	72,757	$6,713,288
2	MS	Morgan Stanley	1,827	$381,916
3	ABTC	American Bitcoin Corp.	18,683	$12,723

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,713,288	72,757	+0.0%	Shares	Sole	2026-07-15
2026-03-31	$6,835,541	72,734	+2.5%	Shares	Sole	2026-05-01
2025-12-31	$7,092,396	70,988	-6.1%	Shares	Sole	2026-01-30
2025-09-30	$7,221,159	75,638	-5.1%	Shares	Sole	2025-11-13
2025-06-30	$7,275,203	79,737	-17.6%	Shares	Sole	2025-08-12
2025-03-31	$7,571,554	96,724	-4.7%	Shares	Sole	2025-05-12
2024-12-31	$7,510,090	101,474	-6.8%	Shares	Sole	2025-02-05
2024-09-30	$7,055,281	108,861	+0.2%	Shares	Sole	2024-10-17
2024-06-30	$8,002,586	108,598	-3.9%	Shares	Sole	2024-07-11
2024-03-31	$8,176,734	113,032	+18.5%	Shares	Sole	2024-04-16
2023-12-31	$6,564,483	95,414	+1.6%	Shares	Sole	2024-01-09
2023-09-30	$5,156,976	93,934	+3.1%	Shares	Sole	2023-10-12
2023-06-30	$5,165,078	91,127	+4.3%	Shares	Sole	2023-08-14
2023-03-31	$4,575,602	87,354	+37.6%	Shares	Sole	2023-04-28
2022-12-31	$5,287,176	63,502	+0.6%	Shares	Sole	2023-01-27
2022-09-30	$4,536,362	63,119	-0.0%	Shares	Sole	2022-10-13
2022-06-30	$3,988,742	63,133	+6.3%	Shares	Sole	2022-07-08
2022-03-31	$5,005,147	59,366	+20.9%	Shares	Sole	2022-04-12
2021-12-31	$4,131,160	49,122	-2.5%	Shares	Sole	2022-01-12
2021-09-30	$3,671,136	50,400	+42.4%	Shares	Sole	2021-10-12
2021-06-30	$2,577,546	35,401	-10.2%	Shares	Sole	2021-07-13
2021-03-31	$2,568,157	39,401	-9.8%	Shares	Sole	2021-05-04
2020-12-31	$2,315,726	43,660	-21.4%	Shares	Sole	2021-01-21
2020-09-30	$2,013,264	55,569	+0.3%	Shares	Sole	2021-01-21
2020-06-30	$1,869,499	55,409	+178.2%	Shares	Sole	2020-08-14
2020-03-31	$669,508	19,914	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.