Number of Shares
1.80 Mil
Current Holdings Value*
$42.60 Mil
% of Portfolio
24.44%
Total Estimate Gain
$-13.30 Mil
% of Total Estimate Gain
-21.90%

Koesten, Hirschmann & Crabtree, INC.'s Schwab Fundamental U.S. Large Company ETF Holding Summary

As of 2025-03-31, Koesten, Hirschmann & Crabtree, INC. held 1.80 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $42.60 Mil. This investment constitutes 24.44% of their stock portfolio, and Koesten, Hirschmann & Crabtree, INC. now holds 0.25% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.

The initial trade took place in 2022Q4. And since then Koesten, Hirschmann & Crabtree, INC. has made 4 purchases of FNDX, at an average price of $33.06, for a total of 1.84 Mil shares. In addition, there have been 4 sales at an average price of $60.11 for 32,552.00 shares. Based on historical transaction data and FNDX's current price of $25.20, Koesten, Hirschmann & Crabtree, INC.'s estimated gain on his FNDX holdings is $-13.30 Mil, reflecting a -21.90% gain to date.

Koesten, Hirschmann & Crabtree, INC. FNDX ($25.20) Holding Chart

Koesten, Hirschmann & Crabtree, INC. FNDX ($25.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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