Koesten, Hirschmann & Crabtree, Inc. Schwab Strategic Tr Us Large C Transaction History
Koesten, Hirschmann & Crabtree, Inc.
- $156 Billion
- Q1 2024
A detailed history of Koesten, Hirschmann & Crabtree, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Koesten, Hirschmann & Crabtree, Inc. holds 294,118 shares of SCHX stock, worth $18.9 Million. This represents 11.72% of its overall portfolio holdings.
Number of Shares
294,118
Previous 307,006
4.2%
Holding current value
$18.9 Million
Previous $17.3 Billion
5.42%
% of portfolio
11.72%
Previous 12.03%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,257Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.27 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.24 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.82 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$816 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$676 Million24.51% of portfolio