Koesten, Hirschmann & Crabtree, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Koesten, Hirschmann & Crabtree, Inc.
- $172 Billion
- Q3 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 19,483 shares of SCHM stock, worth $547,277. This represents 0.94% of its overall portfolio holdings.
Number of Shares
19,483
Previous 19,648
0.84%
Holding current value
$547,277
Previous $1.6 Billion
1.18%
% of portfolio
0.94%
Previous 1.03%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio