Koesten Hirschmann & Crabtree
FNDX icon

Koesten Hirschmann & Crabtree’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$52.3M Sell
1,663,473
-31,160
-2% -$998K 21.87% 1
2026
Q2 		$52.7M Sell
1,694,633
-10,121
-0.6% -$305K 21.94% 1
2026
Q1 		$47.5M Sell
1,704,754
-11,198
-0.7% -$317K 23.13% 1
2025
Q4 		$46.7M Sell
1,715,952
-125,821
-7% -$3.37M 22.97% 1
2025
Q3 		$48.4M Sell
1,841,773
-9,185
-0.5% -$233K 23.12% 1
2025
Q2 		$45.4M Buy
1,850,958
+46,619
+3% +$1.08M 23.5% 1
2025
Q1 		$42.6M Buy
1,804,339
+40,477
+2% +$978K 24.44% 1
2024
Q4 		$41.8M Buy
1,763,862
+50,919
+3% +$1.23M 23.95% 1
2024
Q3 		$41M Sell
1,712,943
-32,301
-2% -$743K 23.87% 1
2024
Q2 		$39.2M Hold
1,745,244
– – 25.17% 1
2024
Q1 		$39.2M Sell
1,745,244
-41,679
-2% -$886K 25.17% 1
2023
Q4 		$36.9M Sell
1,786,923
-37,158
-2% -$715K 25.63% 1
2023
Q3 		$34M Sell
1,824,081
-10,266
-0.6% -$199K 26.66% 1
2023
Q2 		$35.2M Sell
1,834,347
-8,553
-0.5% -$158K 26.64% 1
2023
Q1 		$33.7M Buy
1,842,900
+8,121
+0.4% +$149K 25.92% 1
2022
Q4 		$32.7M Buy
+1,834,779
New +$32.5M 26.89% 1

Other funds holding FNDX

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Koesten Hirschmann & Crabtree's FNDX Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 1.8% in Q3 2026, selling an estimated $998K and leaving 1,663,473 shares worth $52.3M. The position accounts for 21.87% of the portfolio, ranked #1.

Koesten Hirschmann & Crabtree first reported a position in FNDX in Q4 2022 and has held it in 16 quarters since. The position peaked at $52.7M in Q2 2026. 696 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

  • Koesten Hirschmann & Crabtree held 1,663,473 shares of Schwab Fundamental US Large Company Index ETF worth $52.3M as of Q3 2026.
  • Koesten Hirschmann & Crabtree sold 31,160 Schwab Fundamental US Large Company Index ETF shares in Q3 2026, an estimated $998K.
  • Schwab Fundamental US Large Company Index ETF made up 21.87% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #1 holding.
  • Koesten Hirschmann & Crabtree first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Koesten Hirschmann & Crabtree's Schwab Fundamental US Large Company Index ETF position peaked at $52.7M in Q2 2026.
  • 696 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.