Koesten, Hirschmann & Crabtree, Inc. Schwab Fundamental U S Large C Transaction History
Koesten, Hirschmann & Crabtree, Inc.
- $208 Million
- Q3 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 1,841,773 shares of FNDX stock, worth $48.9 Million. This represents 23.27% of its overall portfolio holdings.
Number of Shares
1,841,773
Previous 1,850,958
0.5%
Holding current value
$48.9 Million
Previous $45.4 Million
6.64%
% of portfolio
23.27%
Previous 23.61%
Shares
11 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
630MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio