KH

Koesten, Hirschmann & Crabtree, INC.

13F
Koesten, Hirschmann & Crabtree, INC.
Last update 2025-04-23 211 Stocks (12 new)
Value $174.00 Mil Turnover 3 %
Countries:
Top Holdings: FNDX(24.44%)VV(16.51%)SCHF(11.35%)SCHX(11.12%)VB(10.20%)
Summary Stock Picks Current Portfolio
Koesten, Hirschmann & Crabtree... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
1,804,339
42,600.4
+2.29%
24.440
+0.55%
0.250
+10.96%
+6.60%
18,945.1
 
VV
Vanguard Large Cap ETF
111,964
28,778.1
+3.82%
16.510
+0.61%
0.070
+16.96%
+7.69%
38,790.3
 
SCHF
Schwab International Equity ETF
999,788
19,775.8
-1.46%
11.350
-0.16%
0.050
+14.61%
+20.68%
49,128.7
 
SCHX
Schwab U.S. Large-Cap ETF
877,876
19,383.5
+3.47%
11.120
+0.37%
0.040
+17.13%
+7.49%
56,642.8
 
VB
Vanguard Small Cap ETF
80,196
17,783.3
+10.22%
10.200
+0.95%
0.030
+15.73%
+1.97%
58,767.7
 
IEFA
iShares Core MSCI EAFE ETF
161,142
12,190.4
-3.80%
6.990
-0.26%
0.010
+14.34%
+21.05%
143,058.9
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
60,351
3,257.2
-4.73%
1.870
-0.09%
0.000
+15.43%
+17.51%
96,608.3
 
IVV
iShares Core S&P 500 ETF
5,570
3,130.0
0%
1.800
0%
0.000
+16.68%
+7.37%
623,772.3
 
SCHA
Schwab U.S. Small-Cap ETF
126,179
2,956.4
-0.57%
1.700
-0.01%
0.020
+17.92%
+1.41%
17,815.2
 
SCHE
Schwab Emerging Markets Equity ETF
100,181
2,762.0
-2.02%
1.580
-0.03%
0.030
+12.03%
+14.55%
10,390.3
 

Koesten, Hirschmann & Crabtree, INC.'s Historical Top Holdings Breakdowns

Koesten, Hirschmann & Crabtree, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.95%
●
217.89 ($238.81) 252.64
$243.21
1.84%
Add 10.22%
80,196
7,435
VV
Vanguard Large Cap ETF
2025-03-31
Add
Add
+0.61%
●
253.32 ($270.87) 282.66
$288.60
6.55%
Add 3.82%
111,964
4,121
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-03-31
Add
Add
+0.55%
●
23.03 ($24.17) 25.01
$25.02
3.52%
Add 2.29%
1,804,339
40,477
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.41%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Reduce -76.62%
509
-1,668
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+0.37%
●
21.75 ($23.28) 24.28
$24.77
6.40%
Add 3.47%
877,876
29,436
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.26%
●
69.57 ($74.78) 78.65
$83.57
11.75%
Reduce -3.8%
161,142
-6,370
SCHF
Schwab International Equity ETF
2025-03-31
Reduce
Reduce
-0.16%
●
18.36 ($19.62) 20.51
$22.18
13.05%
Reduce -1.46%
999,788
-14,839
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.09%
●
50.83 ($53.83) 55.94
$60.62
12.61%
Reduce -4.73%
60,351
-2,998
ADTN
Adtran Holdings Inc
2025-03-31
Add
Add
+0.08%
●
8.49 ($10.06) 11.83
$9.56
-4.97%
Add 30.22%
70,448
16,349
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.07%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -4.81%
9,089
-459

Koesten, Hirschmann & Crabtree, INC. Total Holding History ($B)

To

Koesten, Hirschmann & Crabtree, INC.'s Asset Allocation

To

Koesten, Hirschmann & Crabtree, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Koesten, Hirschmann & Crabtree, INC.'s Hypothetical Growth since 2025-03-31

Koesten, Hirschmann & Crabtree, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Koesten, Hirschmann & Crabtree, INC.'s Holdings Heat Map

Size field:

Koesten, Hirschmann & Crabtree, INC.'s Holdings Bubble Chart

Koesten, Hirschmann & Crabtree, INC. News

  • 1

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