Costello Asset Management, Inc Schwab Us Aggregate Bond ETF Transaction History

Costello Asset Management, Inc

  • $244 Million
  • Q1 2025

A detailed history of Costello Asset Management, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Costello Asset Management, Inc holds 547 shares of SCHZ stock, worth $12,559. This represents 0.0% of its overall portfolio holdings.

Number of Shares
547
Holding current value
$12,559
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$22.46 - $23.26 $12,285 - $12,723
547 New
547 $12,000
Q1 2021

May 03, 2021
SELL
$53.75 - $55.97 $19,188 - $19,981
-357 Closed
0 $0
Q2 2020

Jul 28, 2020
BUY
$54.35 - $56.24 $19,402 - $20,077
357 New
357 $20,000

Others Institutions Holding SCHZ

# of Institutions
704
Shares Held
174M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Costello Asset Management, Inc Portfolio

Follow Costello Asset Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Costello Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Costello Asset Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email