Costello Asset Management, Inc Schwab Strategic U.S. Mid Cap Transaction History
Costello Asset Management, Inc
- $244 Million
- Q1 2025
A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Costello Asset Management, Inc holds 882 shares of SCHM stock, worth $23,858. This represents 0.01% of its overall portfolio holdings.
Number of Shares
882Holding current value
$23,858% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.59 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$782 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$272 Million0.37% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$240 Million3.25% of portfolio
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Northwestern Mutual Wealth Management CO8.2MShares$222 Million0.18% of portfolio