Top 5 trades in Q2 from Ko

Kohmann Bosshard Financial Services, LLC recently submitted its 13F report for the second quarter of 2022 ended 06/30/2022.

The 13F report describes which stocks were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, providing only a snapshot of long positions in US-listed stocks and US depositary receipts end of quarter. They do not have to include international holdings, short positions, or any other type of investment. Nevertheless, even this limited submission can provide valuable information.

130 SPRINGSIDE DR. AKRON, OH 44333

As of the latest 13F report, the guru’s stock portfolio contained 135 stocks totaling $452.00 million. The top positions were SCHD (9.18%), SCHX (6.72%) and VIG (6.15%).

According to GuruFocus data, these were Kohmann Bosshard Financial Services, LLC’s top five trades for the quarter.

Schwab International Equity ETF

Kohmann Bosshard Financial Services, LLC reduced its investment in ARCA:SCHF by 563,132 shares. Trading had a 4.06% impact on the stock portfolio. During the quarter, the stock traded at an average price of $33.83.

On 07/08/2022, the Schwab International Equity ETF traded at a price of $31.4 per share and a market capitalization of $25.56 billion. The stock has returned -18.25% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Valuation-wise, the Schwab International Equity ETF has a price-to-earnings ratio of 13.34 and a price-to-book ratio of 1.60.

Schwab US Dividend Equity ETF

During the quarter, Kohmann Bosshard Financial Services, LLC purchased 206,663 shares of ARCA:SCHD for a total holding of 580,005. Trading had a 3.27% impact on the stock portfolio. During the quarter, the stock traded at an average price of $75.69.

On 07/08/2022, the Schwab US Dividend Equity ETF was trading at a price of $72.5 per share and a market capitalization of $35.02 billion. The stock has returned -0.77% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Valuation-wise, the Schwab US Dividend Equity ETF has a price-to-earnings ratio of 15.76 and a price-to-book ratio of 3.56.

Schwab International Dividend Equity ETF

The guru established a new position worth 492,305 shares of ARCA:SCHY, giving the stock a 2.45% weighting in the stock portfolio. Shares traded at an average price of $24.24 for the quarter.

On 7/8/2022, the Schwab International Dividend Equity ETF was trading at $22.21 per share and a market cap of $415.33 million. The stock has returned -12.46% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Valuation-wise, the Schwab International Dividend Equity ETF has a price-to-earnings ratio of 11.98 and a price-to-book ratio of 2.18.

Vanguard International Dividend Appreciation ETF

The guru established a new position worth 161,282 shares of NAS:VIGI, giving the stock a 2.45% weighting in the stock portfolio. Shares traded at an average price of $72.83 for the quarter.

On 07/08/2022, the Vanguard International Dividend Appreciation ETF traded at a price of $68.91 per share and a market cap of $3.60 billion. The stock has returned -15.29% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Valuation-wise, the Vanguard International Dividend Appreciation ETF has a price-to-earnings ratio of 18.67 and a price-to-book ratio of 2.98.

Vanguard Small Cap Value ETF

The guru established a new position worth 70,634 shares of ARCA:VBR, giving the stock a 2.34% weight in the stock portfolio. Shares traded at an average price of $163.46 for the quarter.

On 07/08/2022, the Vanguard Small Cap Value ETF traded at a price of $152.23 per share and a market cap of $22.29 billion. The stock has returned -8.95% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Valuation-wise, the Vanguard Small Cap Value ETF has a price-to-earnings ratio of 11.47 and a price-to-book ratio of 1.81.

Please note that facts and figures quoted are as of the writing of this article and may not reflect the latest trade data or company announcements.

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