Koesten, Hirschmann & Crabtree, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Koesten, Hirschmann & Crabtree, Inc.
- $156 Billion
- Q1 2024
A detailed history of Koesten, Hirschmann & Crabtree, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Koesten, Hirschmann & Crabtree, Inc. holds 19,648 shares of SCHM stock, worth $1.53 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
19,648
Previous 19,648
-0.0%
Holding current value
$1.53 Million
Previous $1.48 Billion
8.11%
% of portfolio
1.03%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
902Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.64 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$788 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$287 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$167 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio