Costello Asset Management, Inc Schwab Strategic Tr Us Large C Transaction History
Costello Asset Management, Inc
- $244 Million
- Q1 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 5,243 shares of SCHV stock, worth $140,512. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,243Holding current value
$140,512% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
923Shares Held
335MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.43 Billion3.04% of portfolio
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Sei Investments CO Oaks, PA40.6MShares$1.09 Billion1.44% of portfolio
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Mather Group, Llc. Chicago, IL33MShares$884 Million10.21% of portfolio
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Envestnet Asset Management Inc16.5MShares$442 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$310 Million0.73% of portfolio