Costello Asset Management, Inc Schwab Strategic Tr 5 10 Yr C Transaction History
Costello Asset Management, Inc
- $244 Million
- Q1 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 $2,212. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100Holding current value
$2,212% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
231Shares Held
48.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$187 Million4.35% of portfolio
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Envestnet Asset Management Inc7.46MShares$165 Million0.06% of portfolio
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Captrust Financial Advisors Raleigh, NC6.33MShares$140 Million0.37% of portfolio
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Campbell Wealth Management5.68MShares$126 Million11.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.39MShares$52.8 Million0.02% of portfolio