Koesten Hirschmann & Crabtree
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Koesten Hirschmann & Crabtree’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.81M Sell
116,665
-746
-0.6% -$25.5K 1.59% 11
2026
Q2 		$4.24M Sell
117,411
-591
-0.5% -$19.5K 1.77% 11
2026
Q1 		$3.43M Sell
118,002
-803
-0.7% -$24.1K 1.67% 10
2025
Q4 		$3.38M Sell
118,805
-7,979
-6% -$225K 1.66% 10
2025
Q3 		$3.54M Sell
126,784
-335
-0.3% -$8.96K 1.69% 10
2025
Q2 		$3.22M Buy
127,119
+940
+0.7% +$22.2K 1.66% 10
2025
Q1 		$2.96M Sell
126,179
-722
-0.6% -$18.4K 1.7% 9
2024
Q4 		$3.28M Sell
126,901
-301
-0.2% -$8.01K 1.88% 8
2024
Q3 		$3.28M Sell
127,202
-10,676
-8% -$265K 1.91% 8
2024
Q2 		$3.39M Hold
137,878
– – 2.18% 8
2024
Q1 		$3.39M Buy
137,878
+3,332
+2% +$78.1K 2.18% 8
2023
Q4 		$3.18M Buy
134,546
+10,630
+9% +$224K 2.21% 8
2023
Q3 		$2.57M Buy
123,916
+2,488
+2% +$54.6K 2.01% 9
2023
Q2 		$2.66M Buy
121,428
+3,284
+3% +$68.4K 2.01% 9
2023
Q1 		$2.48M Buy
118,144
+6,120
+5% +$132K 1.9% 11
2022
Q4 		$2.27M Buy
+112,024
New +$2.3M 1.87% 11

Other funds holding SCHA

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.64% in Q3 2026, selling an estimated $25.5K and leaving 116,665 shares worth $3.81M. The position accounts for 1.59% of the portfolio, ranked #11.

Koesten Hirschmann & Crabtree first reported a position in SCHA in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.24M in Q2 2026. 1,112 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Koesten Hirschmann & Crabtree held 116,665 shares of Schwab U.S Small- Cap ETF worth $3.81M as of Q3 2026.
  • Koesten Hirschmann & Crabtree sold 746 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $25.5K.
  • Schwab U.S Small- Cap ETF made up 1.59% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #11 holding.
  • Koesten Hirschmann & Crabtree first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Koesten Hirschmann & Crabtree's Schwab U.S Small- Cap ETF position peaked at $4.24M in Q2 2026.
  • 1,112 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

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