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Schwab Value Adv Inst Prime Sh other assets shares owned by Kohmann Bosshard Financial Services

Quarter-by-quarter ownership of Schwab Value Adv Inst Prime Sh other assets (SNAXX) shares owned by Kohmann Bosshard Financial Services from 13F filings

Historical chart of Kohmann Bosshard Financial Services investment in Schwab Value Adv Inst Prime Sh other assets

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Adv Inst Prime Sh other assets held by Kohmann Bosshard Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Value Adv Inst Prime Sh other assets by Kohmann Bosshard Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 6.4M 1.00

More positions owned by Kohmann Bosshard Financial Services

Schwab Us Large Cap Etf Uie (SCHX)
Vanguard Ftse Developed Markets Etf Uie (VEA)
Vanguard Short Term Cor Bd Etf Uie (VCSH)
Schwab Us Aggregate Bondetf Uie (SCHZ)
Schwab Us Small Cap Etf Uie (SCHA)
Vanguard Dividend Appreciation Etf Uie (VIG)
Schwab Us Tips Etf Uie (SCHP)
Ishares 0-3 Month Treasury Bond Etf Uie (SGOV)
Schwab Us Dividend Equity Etf Uie (SCHD)
Vanguard Growth Etf Uie (VUG)
Vanguard Real Estate Etf Uie (VNQ)
Spdr Portfolio High Yield Bnd Etf Uie (SPHY)
Vanguard Small Cap Etf Uie (VB)
Ishares Core High Dividend Etf Uie (HDV)
Vanguard S&p 500 Etf Uie (VOO)

View all positions for Kohmann Bosshard Financial Services

Top funds holding Schwab Value Adv Inst Prime Sh other assets

Fairfield Financial Advisors
Kohmann Bosshard Financial Services
Redwood Wealth Management Group
Jackson Wealth Management
Westside Investment Management

View all funds holding Schwab Value Adv Inst Prime Sh other assets