Koesten, Hirschmann & Crabtree, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Koesten, Hirschmann & Crabtree, Inc.
- $172 Billion
- Q3 2024
A detailed history of Koesten, Hirschmann & Crabtree, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Koesten, Hirschmann & Crabtree, Inc. holds 19,483 shares of SCHM stock, worth $563,838. This represents 0.94% of its overall portfolio holdings.
Number of Shares
19,483
Previous 19,648
0.84%
Holding current value
$563,838
Previous $1.6 Billion
1.18%
% of portfolio
0.94%
Previous 1.03%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
151MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio