Costello Asset Management, Inc Schwab Strategic Tr 5 10 Yr C Transaction History
Costello Asset Management, Inc
- $260 Million
- Q2 2025
A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Costello Asset Management, Inc holds 100 shares of SCHI stock, worth $2,321. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$2,321
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
247Shares Held
50.6MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.37MShares$194 Million3.89% of portfolio
-
Envestnet Asset Management Inc7.34MShares$170 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.24MShares$168 Million0.38% of portfolio
-
Campbell Wealth Management5.68MShares$132 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.48MShares$57.6 Million0.02% of portfolio