Costello Asset Management, Inc Schwab Strategic Tr 1000 Index Transaction History
Costello Asset Management, Inc
- $149 Million
- Q3 2024
A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Costello Asset Management, Inc holds 358 shares of SCHK stock, worth $10,349. This represents 0.01% of its overall portfolio holdings.
Number of Shares
358
Previous 358
-0.0%
Holding current value
$10,349
Previous $18,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$827 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$104 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$60.6 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.8 Million6.53% of portfolio