Koesten, Hirschmann & Crabtree, Inc. Schwab Us Aggregate Bond ETF Transaction History
Koesten, Hirschmann & Crabtree, Inc.
- $174 Million
- Q1 2025
A detailed history of Koesten, Hirschmann & Crabtree, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Koesten, Hirschmann & Crabtree, Inc. holds 160 shares of SCHZ stock, worth $3,705. This represents 0.0% of its overall portfolio holdings.
Number of Shares
160
Previous 159
0.63%
Holding current value
$3,705
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
171MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio