Koesten Hirschmann & Crabtree’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-163	Closed	-$3.83K	–	202
2025 Q3	$3.83K	Buy	163 +2	+1%	+$46	﹤0.01%	173
2025 Q2	$3.75K	Buy	161 +1	+0.6%	+$23	﹤0.01%	196
2025 Q1	$3.7K	Buy	160 +1	+0.6%	+$23	﹤0.01%	154
2024 Q4	$3.6K	Buy	159 +1	+0.6%	+$23	﹤0.01%	147
2024 Q3	$3.74K	Buy	158 +4	+3%	+$94	﹤0.01%	143
2024 Q2	$3.55K	Hold	154	–	–	﹤0.01%	157
2024 Q1	$3.55K	Hold	154	–	–	﹤0.01%	157
2023 Q4	$3.58K	Buy	154 +2	+1%	+$45	﹤0.01%	143
2023 Q3	$3.35K	Buy	152 +2	+1%	+$45	﹤0.01%	137
2023 Q2	$3.47K	Buy	+150	New	+$3.49K	﹤0.01%	126

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 163 shares — an estimated $3.83K sold.

Koesten Hirschmann & Crabtree first reported a position in SCHZ in Q2 2023 and held it in 10 quarters. The position peaked at $3.83K in Q3 2025. 669 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 163 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $3.83K.
Koesten Hirschmann & Crabtree first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 10 quarters.
Koesten Hirschmann & Crabtree's Schwab US Aggregate Bond ETF position peaked at $3.83K in Q3 2025.
669 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

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