Costello Asset Management, Inc Schwab Charles Corp Transaction History
Costello Asset Management, Inc
- $260 Million
- Q2 2025
A detailed history of Costello Asset Management, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Costello Asset Management, Inc holds 12,740 shares of SCHW stock, worth $1.2 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
12,740
Previous 12,714
0.2%
Holding current value
$1.2 Million
Previous $995,000
16.78%
% of portfolio
0.45%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding SCHW
# of Institutions
2,493Shares Held
1.45BCall Options Held
19.2MPut Options Held
17.7M-
Vanguard Group Inc Valley Forge, PA151MShares$14.3 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.54 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA84.4MShares$7.96 Billion4.64% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD74.8MShares$7.07 Billion0.77% of portfolio
-
State Street Corp Boston, MA72.5MShares$6.84 Billion0.26% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $172B
- Description
- The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...