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

Koesten Hirschmann & Crabtree’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.4M Sell
794,508
-11,200
-1% -$320K 9.74% 5
2026
Q1 		$20.7M Sell
805,708
-2,550
-0.3% -$68.4K 10.07% 5
2025
Q4 		$21.8M Sell
808,258
-59,536
-7% -$1.59M 10.7% 5
2025
Q3 		$22.9M Sell
867,794
-13,540
-2% -$344K 10.91% 4
2025
Q2 		$21.5M Buy
881,334
+3,458
+0.4% +$78.2K 11.14% 4
2025
Q1 		$19.4M Buy
877,876
+29,436
+3% +$685K 11.12% 4
2024
Q4 		$19.7M Sell
848,440
-47
-0% -$1.09K 11.28% 3
2024
Q3 		$19.2M Sell
848,487
-33,867
-4% -$738K 11.18% 4
2024
Q2 		$18.3M Hold
882,354
– – 11.72% 4
2024
Q1 		$18.3M Sell
882,354
-38,664
-4% -$761K 11.72% 4
2023
Q4 		$17.3M Sell
921,018
-17,922
-2% -$315K 12.03% 4
2023
Q3 		$15.8M Sell
938,940
-2,163
-0.2% -$37.9K 12.41% 4
2023
Q2 		$16.4M Sell
941,103
-5,682
-0.6% -$93.8K 12.43% 4
2023
Q1 		$15.3M Buy
946,785
+29,769
+3% +$468K 11.73% 4
2022
Q4 		$13.8M Buy
+917,016
New +$13.9M 11.35% 4

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q2 2026, selling an estimated $320K and leaving 794,508 shares worth $23.4M. The position accounts for 9.74% of the portfolio, ranked #5.

Koesten Hirschmann & Crabtree first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 794,508 shares of Schwab US Large- Cap ETF worth $23.4M as of Q2 2026.
  • Koesten Hirschmann & Crabtree sold 11,200 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $320K.
  • Schwab US Large- Cap ETF made up 9.74% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #5 holding.
  • Koesten Hirschmann & Crabtree first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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