Costello Asset Management, Inc Schwab Strategic Tr Us Large C Transaction History

Costello Asset Management, Inc

  • $260 Million
  • Q2 2025

A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Costello Asset Management, Inc holds 5,364 shares of SCHV stock, worth $150,138. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,364
Previous 5,243 2.31%
Holding current value
$150,138
Previous $139,000 6.47%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$23.55 - $27.67 $2,849 - $3,348
121 Added 2.31%
5,364 $148,000
Q1 2025

May 09, 2025
BUY
$25.77 - $27.6 $135,112 - $144,706
5,243 New
5,243 $139,000

Others Institutions Holding SCHV

# of Institutions
957
Shares Held
336M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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