Number of Shares
126,179.00
Current Holdings Value*
$2.96 Mil
% of Portfolio
1.7%
Total Estimate Gain
$-915,751.16
% of Total Estimate Gain
-21.35%

Koesten, Hirschmann & Crabtree, INC.'s Schwab U.S. Small-Cap ETF Holding Summary

As of 2025-03-31, Koesten, Hirschmann & Crabtree, INC. held 126,179.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $2.96 Mil. This investment constitutes 1.7% of their stock portfolio, and Koesten, Hirschmann & Crabtree, INC. now holds 0.02% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.

The initial trade took place in 2022Q4. And since then Koesten, Hirschmann & Crabtree, INC. has made 6 purchases of SCHA, at an average price of $33.72, for a total of 127,202.00 shares. In addition, there have been 2 sales at an average price of $25.83 for 1,023.00 shares. Based on historical transaction data and SCHA's current price of $26.53, Koesten, Hirschmann & Crabtree, INC.'s estimated gain on his SCHA holdings is $-915,751.16, reflecting a -21.35% gain to date.

Koesten, Hirschmann & Crabtree, INC. SCHA ($26.53) Holding Chart

Koesten, Hirschmann & Crabtree, INC. SCHA ($26.53) 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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