Costello Asset Management, Inc Schwab Strategic Tr Intl Small Transaction History

Costello Asset Management, Inc

$134 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 28, 2023	SELL	$32.67 - $34.58 $4,900 - $5,187	-150 Reduced 96.15%	6 $0
Q4 2021 Jan 28, 2022	BUY	$39.06 - $43.63 $6,093 - $6,806	156 New	156 $6,000

Others Institutions Holding SCHC

# of Institutions

411

Shares Held

88M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

39.7M
Shares

$1.53 Billion
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.47M
Shares

$173 Million
0.11% of portfolio
Savant Capital, LLC

3.5M
Shares

$135 Million
1.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.35M
Shares

$90.6 Million
0.26% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$66.6 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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