Costello Asset Management, Inc Schwab Strategic Tr 1000 Index Transaction History
Costello Asset Management, Inc
- $151 Million
- Q4 2024
A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Costello Asset Management, Inc holds 716 shares of SCHK stock, worth $19,854. This represents 0.01% of its overall portfolio holdings.
Number of Shares
716
Previous 358
100.0%
Holding current value
$19,854
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
202Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.32 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$193 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$122 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$73 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$53.8 Million5.64% of portfolio