KHC
SCHV

Koesten Hirschmann & Crabtree’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04M Buy
58,638
+26,407
+82% +$870K 0.85% 15
2026
Q1 		$983K Sell
32,231
-413
-1% -$12.9K 0.48% 17
2025
Q4 		$967K Sell
32,644
-10,325
-24% -$302K 0.48% 16
2025
Q3 		$1.25M Sell
42,969
-2,160
-5% -$61.4K 0.6% 15
2025
Q2 		$1.25M Sell
45,129
-503
-1% -$13.2K 0.65% 14
2025
Q1 		$1.21M Sell
45,632
-67
-0.1% -$1.8K 0.7% 14
2024
Q4 		$1.19M Sell
45,699
-1,629
-3% -$44K 0.68% 15
2024
Q3 		$1.27M Sell
47,328
-1,551
-3% -$39.8K 0.74% 14
2024
Q2 		$1.24M Hold
48,879
– – 0.79% 14
2024
Q1 		$1.24M Sell
48,879
-1,068
-2% -$25.6K 0.79% 14
2023
Q4 		$1.17M Sell
49,947
-1,545
-3% -$33.8K 0.81% 14
2023
Q3 		$1.11M Sell
51,492
-2,868
-5% -$64.4K 0.87% 14
2023
Q2 		$1.22M Sell
54,360
-381
-0.7% -$8.32K 0.92% 14
2023
Q1 		$1.2M Sell
54,741
-2,124
-4% -$47.2K 0.92% 14
2022
Q4 		$1.25M Buy
+56,865
New +$1.23M 1.03% 14

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SCHV Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree increased its Schwab US Large-Cap Value ETF (SCHV) stake by 82% in Q2 2026, buying an estimated $870K and bringing the position to 58,638 shares worth $2.04M. The position accounts for 0.85% of the portfolio, ranked #15.

Koesten Hirschmann & Crabtree first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 58,638 shares of Schwab US Large-Cap Value ETF worth $2.04M as of Q2 2026.
  • Koesten Hirschmann & Crabtree bought 26,407 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $870K.
  • Schwab US Large-Cap Value ETF made up 0.85% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #15 holding.
  • Koesten Hirschmann & Crabtree first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.