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 13,016 shares of SCHX stock, worth $340,498. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,016
Previous 12,808 1.62%
Holding current value
$340,498
Previous $282,000 12.77%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jul 24, 2025
BUY
$19.6 - $24.44 $4,076 - $5,083
208 Added 1.62%
13,016 $318,000
Q1 2025

May 09, 2025
BUY
$21.75 - $24.28 $278,574 - $310,978
12,808 New
12,808 $282,000

Others Institutions Holding SCHX

# of Institutions
1,590
Shares Held
1.14B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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