Costello Asset Management, Inc Schwab Strategic Tr Us Large C Transaction History
Costello Asset Management, Inc
- $149 Million
- Q3 2024
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 64 shares of SCHG stock, worth $1,672. This represents 0.0% of its overall portfolio holdings.
Number of Shares
64
Previous 64
-0.0%
Holding current value
$1,672
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio