Koesten, Hirschmann & Crabtree, Inc. Schwab Fundamental U S Large C Transaction History
Koesten, Hirschmann & Crabtree, Inc.
- $192 Million
- Q2 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 1,850,958 shares of FNDX stock, worth $49.1 Million. This represents 23.61% of its overall portfolio holdings.
Number of Shares
1,850,958
Previous 1,804,339
2.58%
Holding current value
$49.1 Million
Previous $42.6 Million
6.62%
% of portfolio
23.61%
Previous 24.5%
Shares
10 transactions
Others Institutions Holding FNDX
# of Institutions
725Shares Held
619MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.7 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$432 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$219 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$215 Million0.05% of portfolio