Costello Asset Management, Inc Schwab Strategic Tr Us Broad M Transaction History

Costello Asset Management, Inc

  • $149 Million
  • Q3 2024

A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Costello Asset Management, Inc holds 160 shares of SCHB stock, worth $3,721. This represents 0.01% of its overall portfolio holdings.

Number of Shares
160
Previous 165 3.03%
Holding current value
$3,721
Previous $10,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$59.93 - $66.52 $299 - $332
-5 Reduced 3.03%
160 $10,000
Q1 2024

Apr 24, 2024
BUY
$54.61 - $61.05 $1,747 - $1,953
32 Added 24.06%
165 $10,000
Q4 2023

Jan 29, 2024
BUY
$47.61 - $55.91 $380 - $447
8 Added 6.4%
133 $7,000
Q3 2023

Nov 08, 2023
BUY
$49.59 - $53.57 $247 - $267
5 Added 4.17%
125 $6,000
Q4 2022

Feb 02, 2023
BUY
$41.94 - $47.81 $209 - $239
5 Added 4.35%
120 $5,000
Q3 2022

Nov 03, 2022
BUY
$41.99 - $50.63 $209 - $253
5 Added 4.55%
115 $5,000
Q2 2022

Jul 22, 2022
BUY
$42.93 - $53.98 $1,373 - $1,727
32 Added 41.03%
110 $5,000
Q1 2022

Apr 26, 2022
BUY
$49.15 - $56.85 $1,916 - $2,217
39 Added 100.0%
78 $4,000
Q4 2021

Jan 28, 2022
BUY
$51.87 - $56.86 $466 - $511
9 Added 30.0%
39 $4,000
Q1 2021

May 03, 2021
BUY
$44.89 - $48.81 $448 - $488
10 Added 50.0%
30 $3,000
Q4 2020

Feb 05, 2021
BUY
$39.03 - $45.5 $780 - $910
20 New
20 $2,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Costello Asset Management, Inc Portfolio

Follow Costello Asset Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Costello Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Costello Asset Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email