Koesten, Hirschmann & Crabtree Inc.: Recent ETF Purchases and Sales in Q2

As of June 30, 2026, investment advisor Koesten, Hirschmann & Crabtree Inc., managing a substantial portfolio valued at $238.9 million, has shown notable activity in its holdings during the most recent quarter.

Significant Purchases Observed

The firm demonstrated strong buying interest this period, adding several new or significantly increased positions:

• SCHWAB STRATEGIC TR (SCHV) was added entirely as a new position with an unprecedented increase of 81.93% in shares, making it one of the most significant buys.
• AMERICAN CENTY ETF TR (AVEM) saw a substantial boost with a +32.26% increase in shares, indicating strong confidence in this fund.
• ISHARES TR (IBDU) represents an entirely new position acquired by the investor during this quarter.
• ISHARES TR (IBDT) was also added as a brand-new holding in Q2.
• The firm increased its stake in ISHARES TR (IBDX) by +81.11% during the quarter, signaling renewed interest.

Minor Sales and Portfolio Adjustments

In contrast to their buying activity, Koesten, Hirschmann & Crabtree Inc. did not engage in any large-scale selling this period according to disclosed data ("has_large_sells": false). However, they made several small adjustments:

• They reduced shares of SCHF by -1.53%, a relatively minor change.
• The position for SCHX decreased slightly (-1.39%) during the quarter.
• FNDX experienced a small reduction in weight (-0.59%).
• SCHE saw its portfolio allocation decrease by -2.26%.

Their overall buying momentum was evident, with no major exits reported for the quarter based on available information.

Overall Portfolio Shifts

This quarter's activity resulted in a net increase in holdings across their portfolio. The total number of positions held increased slightly to 49 from prior periods ("position_change_count": 38"). Notably, the top five holdings by weight account for approximately 72.01% of the portfolio value combined.

The investor's focus appears heavily weighted towards exchange-traded funds, particularly those offered by Schwab and Vanguard. Their buying activity suggests a continued interest in diversified index products and specific sector-focused ETFs like AVEM.