Costello Asset Management, Inc Schwab Strategic U.S. Reit ETF Transaction History
Costello Asset Management, Inc
- $260 Million
- Q2 2025
A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Costello Asset Management, Inc holds 120 shares of SCHH stock, worth $2,570. This represents 0.0% of its overall portfolio holdings.
Number of Shares
120
Previous 119
0.84%
Holding current value
$2,570
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
584Shares Held
178MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$654 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$485 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$169 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$168 Million0.12% of portfolio