Costello Asset Management, Inc Schwab Strategic Tr 1 5 Yr C Transaction History
Costello Asset Management, Inc
- $151 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
124Shares Held
7.32MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC435KShares$10.8 Million1.48% of portfolio
-
Envestnet Asset Management Inc394KShares$9.73 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL342KShares$8.46 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC340KShares$8.39 Million0.0% of portfolio
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Tap Consulting, LLC334KShares$8.25 Million1.74% of portfolio