A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Costello Asset Management, Inc holds 64 shares of SCHG stock, worth $1,811. This represents 0.0% of its overall portfolio holdings.

Number of Shares
64
Previous 64 -0.0%
Holding current value
$1,811
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 26, 2022

BUY
$65.63 - $82.62 $2,100 - $2,643
32 Added 100.0%
64 $5,000
Q2 2021

Aug 05, 2021

SELL
$65.3 - $73.24 $2,089 - $2,343
-32 Reduced 50.0%
32 $5,000
Q2 2020

Jul 28, 2020

BUY
$37.99 - $51.32 $2,431 - $3,284
64 New
64 $6,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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.