Kohmann Bosshard Financial Services, LLC SNXFX β€” SCHWAB 1000 INDEX

Ownership history in Kohmann Bosshard Financial Services, LLC  Β·  2 quarters on record

AI Ownership Summary

Kohmann Bosshard Financial Services, LLC reported SCHWAB 1000 INDEX (SNXFX) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows SNXFX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNXFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kohmann Bosshard Financial Services, LLC's position in SCHWAB 1000 INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SNXFX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kohmann Bosshard Financial Services, LLC held SNXFX β€” position size vs. price
% of Fund (quarterly)    SNXFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 7,969 β€” 0% 0.01% $111K 2026-04-23 $15.19
2025 Q4 INITIATED β€” β€” β€” 7,969 β€” β€” 0.01% $116K 2026-01-30 $14.76

🏒 Other funds also holding SNXFX

As of 2026 Q1 β€” sorted by position size

McIlrath & Eck, LLC 3Y 7Y 0.02% Williams Jones Wealth Management, LLC. 3Y 0.0%

FAQ About Kohmann Bosshard Financial Services, LLC and SNXFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kohmann Bosshard Financial Services, LLC reported owning SNXFX?

Kohmann Bosshard Financial Services, LLC reported SNXFX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported SNXFX position in Kohmann Bosshard Financial Services, LLC's portfolio?

The largest reported portfolio weight for SNXFX was 0.01% in 2025 Q4.

What is the latest reported SNXFX position on this page?

The most recent filing on this page is 2026 Q1, when Kohmann Bosshard Financial Services, LLC reported 7,969 shares, equal to 0.01% of portfolio, with an estimated market value of $111K.

What does the chart on this SNXFX ownership page compare?

The chart compares Kohmann Bosshard Financial Services, LLC's quarterly SNXFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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