KHC
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Koesten Hirschmann & Crabtree’s Schwab 1000 Index ETF SCHK Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20
Closed -$643 – 200
2025
Q3 		$643 Hold
20
– – ﹤0.01% 223
2025
Q2 		$597 Hold
20
– – ﹤0.01% 283
2025
Q1 		$539 Hold
20
– – ﹤0.01% 190
2024
Q4 		$567 Hold
20
– – ﹤0.01% 179
2024
Q3 		$553 Buy
+20
New +$532 ﹤0.01% 182

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 20 shares — an estimated $643 sold.

Koesten Hirschmann & Crabtree first reported a position in SCHK in Q3 2024 and held it in 5 quarters. The position peaked at $643 in Q3 2025. 234 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 20 Schwab 1000 Index ETF shares in Q4 2025, an estimated $643.
  • Koesten Hirschmann & Crabtree first reported a position in Schwab 1000 Index ETF in Q3 2024 and held it in 5 quarters.
  • Koesten Hirschmann & Crabtree's Schwab 1000 Index ETF position peaked at $643 in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

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