Costello Asset Management, Inc Schwab Strategic U.S. Reit ETF Transaction History
Costello Asset Management, Inc
- $289 Million
- Q3 2025
A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Costello Asset Management, Inc holds 121 shares of SCHH stock, worth $2,565. This represents 0.0% of its overall portfolio holdings.
Number of Shares
121
Previous 120
0.83%
Holding current value
$2,565
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
602Shares Held
182MCall Options Held
24.3KPut Options Held
21.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA57.1MShares$1.21 Billion2.36% of portfolio
-
Us Bancorp \De\32.1MShares$680 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$460 Million0.36% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$177 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$158 Million0.11% of portfolio