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 12,808 shares of SCHX stock, worth $299,194. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,808Holding current value
$299,194% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,497Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.07 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$812 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$772 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$730 Million9.64% of portfolio