Koesten, Hirschmann & Crabtree, Inc. Schwab Fundamental U S Large C Transaction History

Koesten, Hirschmann & Crabtree, Inc.

$174 Million
Q1 2025

A detailed history of Koesten, Hirschmann & Crabtree, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Koesten, Hirschmann & Crabtree, Inc. holds 1,804,339 shares of FNDX stock, worth $42.7 Million. This represents 24.5% of its overall portfolio holdings.

Number of Shares

1,804,339

Previous 1,763,862 2.29%

Holding current value

$42.7 Million

Previous $41.8 Million 1.99%

% of portfolio

24.5%

Previous 24.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$23.03 - $25.01 $932,185 - $1.01 Million	40,477 Added 2.29%	1,804,339 $42.6 Million
Q4 2024 Feb 14, 2025	BUY	$23.49 - $71.77 $28 Million - $85.6 Million	1,192,881 Added 208.92%	1,763,862 $41.8 Million
Q3 2024 Nov 04, 2024	SELL	$65.36 - $71.76 $703,731 - $772,639	-10,767 Reduced 1.85%	570,981 $41 Billion
Q1 2024 May 22, 2024	SELL	$60.89 - $67.39 $845,944 - $936,249	-13,893 Reduced 2.33%	581,748 $39.2 Billion
Q4 2023 Feb 14, 2024	SELL	$53.46 - $62.11 $662,155 - $769,294	-12,386 Reduced 2.04%	595,641 $36.9 Billion
Q3 2023 Nov 08, 2023	SELL	$55.81 - $59.78 $190,981 - $204,567	-3,422 Reduced 0.56%	608,027 $34 Billion
Q2 2023 Jul 26, 2023	SELL	$53.84 - $57.58 $153,497 - $164,160	-2,851 Reduced 0.46%	611,449 $35.2 Billion
Q1 2023 May 12, 2023	BUY	$52.49 - $57.54 $142,090 - $155,760	2,707 Added 0.44%	614,300 $33.7 Billion
Q4 2022 Feb 10, 2023	BUY	$48.43 - $56.6 $29.6 Million - $34.6 Million	611,593 New	611,593 $32.7 Billion

Others Institutions Holding FNDX

# of Institutions

693

Shares Held

590M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

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Koesten, Hirschmann & Crabtree, Inc. Schwab Fundamental U S Large C Transaction History