Koesten, Hirschmann & Crabtree, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Koesten, Hirschmann & Crabtree, Inc.
- $192 Million
- Q2 2025
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 58,449 shares of SCHM stock, worth $1.72 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
58,449
Previous 58,449
-0.0%
Holding current value
$1.72 Million
Previous $1.53 Million
7.05%
% of portfolio
0.85%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,038Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio