Koesten Hirschmann & Crabtree’s Charles Schwab SCHW Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-659	Closed	-$62.9K	–	201
2025 Q3	$62.9K	Hold	659	–	–	0.03%	76
2025 Q2	$60.1K	Hold	659	–	–	0.03%	79
2025 Q1	$51.6K	Hold	659	–	–	0.03%	83
2024 Q4	$48.8K	Hold	659	–	–	0.03%	80
2024 Q3	$42.7K	Sell	659 -106	-14%	-$6.96K	0.02%	84
2024 Q2	$55.3K	Hold	765	–	–	0.04%	80
2024 Q1	$55.3K	Hold	765	–	–	0.04%	80
2023 Q4	$52.6K	Hold	765	–	–	0.04%	69
2023 Q3	$42K	Hold	765	–	–	0.03%	60
2023 Q2	$43.4K	Sell	765 -106	-12%	-$5.55K	0.03%	61
2023 Q1	$45.6K	Sell	871 -106	-11%	-$7.76K	0.04%	63
2022 Q4	$81.3K	Buy	+977	New	+$75.8K	0.07%	43

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 659 shares — an estimated $62.9K sold.

Koesten Hirschmann & Crabtree first reported a position in SCHW in Q4 2022 and held it in 12 quarters. The position peaked at $81.3K in Q4 2022. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 659 Charles Schwab shares in Q4 2025, an estimated $62.9K.
Koesten Hirschmann & Crabtree first reported a position in Charles Schwab in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Charles Schwab position peaked at $81.3K in Q4 2022.
2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

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