Koesten, Hirschmann & Crabtree, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Koesten, Hirschmann & Crabtree, Inc.
- $208 Million
- Q3 2025
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 58,449 shares of SCHM stock, worth $1.7 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
58,449
Previous 58,449
-0.0%
Holding current value
$1.7 Million
Previous $1.64 Million
5.67%
% of portfolio
0.83%
Previous 0.85%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio