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Koesten Hirschmann & Crabtree’s Schwab US Broad Market ETF SCHB Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-84
Closed -$2.16K – 196
2025
Q3 		$2.16K Hold
84
– – ﹤0.01% 191
2025
Q2 		$2K Hold
84
– – ﹤0.01% 224
2025
Q1 		$1.81K Hold
84
– – ﹤0.01% 168
2024
Q4 		$1.91K Hold
84
– – ﹤0.01% 157
2024
Q3 		$1.86K Buy
+84
New +$1.79K ﹤0.01% 158
2023
Q1 		– Sell
-1,392
Closed -$20.8K – 256
2022
Q4 		$20.8K Buy
+1,392
New +$20.9K 0.02% 95

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SCHB Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Schwab US Broad Market ETF (SCHB) in Q4 2025, closing a stake of 84 shares — an estimated $2.16K sold.

Koesten Hirschmann & Crabtree first reported a position in SCHB in Q4 2022 and held it in 6 quarters. The position peaked at $20.8K in Q4 2022. 1,316 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Schwab US Broad Market ETF position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 84 Schwab US Broad Market ETF shares in Q4 2025, an estimated $2.16K.
  • Koesten Hirschmann & Crabtree first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 6 quarters.
  • Koesten Hirschmann & Crabtree's Schwab US Broad Market ETF position peaked at $20.8K in Q4 2022.
  • 1,316 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.