KHC
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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
Q3 		$959K Sell
28,777
-29,861
-51% -$1.03M 0.4% 17
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 51% in Q3 2026, selling an estimated $1.03M and leaving 28,777 shares worth $959K. The position accounts for 0.4% of the portfolio, ranked #17.

Koesten Hirschmann & Crabtree first reported a position in SCHV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.04M in Q2 2026. 93 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Koesten Hirschmann & Crabtree held 28,777 shares of Schwab US Large-Cap Value ETF worth $959K as of Q3 2026.
  • Koesten Hirschmann & Crabtree sold 29,861 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $1.03M.
  • Schwab US Large-Cap Value ETF made up 0.4% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #17 holding.
  • Koesten Hirschmann & Crabtree first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Koesten Hirschmann & Crabtree's Schwab US Large-Cap Value ETF position peaked at $2.04M in Q2 2026.
  • 93 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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