FNDB SCHWAB STRATEGIC TR

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  14 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported SCHWAB STRATEGIC TR (FNDB) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2024 Q1. The latest visible filing shows FNDB at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FNDB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koesten, Hirschmann & Crabtree, INC.'s position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FNDB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koesten, Hirschmann & Crabtree, INC. held FNDB — position size vs. price
% of Fund (quarterly)    FNDB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 7,530 0% 0.10% $205K 2026-04-15 $28.37
2025 Q4 UNCHANGED 7,530 0% 0.10% $200K 2026-02-09 $28.38
2025 Q3 UNCHANGED 7,530 0% 0.09% $194K 2025-11-05 $25.65
2025 Q2 UNCHANGED 7,530 0% 0.09% $181K 2025-08-15 $24.45
2025 Q1 UNCHANGED 7,530 0% 0.10% $173K 2025-04-23 $21.39
2024 Q4 ADDED 7,530 +5,020 +200.0% 0.10% $175K 2025-02-14 $23.80
2024 Q3 UNCHANGED 2,510 0% 0.10% $177K 2024-11-04 $22.59
2024 Q2 UNCHANGED 2,510 0% 0.11% $166K 2024-09-09 $21.86
2024 Q1 UNCHANGED 2,510 0% 0.11% $166K 2024-05-22 $21.18
2023 Q4 UNCHANGED 2,510 0% 0.11% $153K 2024-02-14 $19.93
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Koesten, Hirschmann & Crabtree, INC. and FNDB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koesten, Hirschmann & Crabtree, INC. reported owning FNDB?

Koesten, Hirschmann & Crabtree, INC. reported FNDB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FNDB position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for FNDB was 0.11% in 2024 Q1.

What is the latest reported FNDB position on this page?

The most recent filing on this page is 2026 Q1, when Koesten, Hirschmann & Crabtree, INC. reported 7,530 shares, equal to 0.10% of portfolio, with an estimated market value of $205K.

What does the chart on this FNDB ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'s quarterly FNDB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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