Costello Asset Management, Inc Schwab Strategic Tr 1000 Index Transaction History

Costello Asset Management, Inc

  • $289 Million
  • Q3 2025

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 1,570 shares of SCHK stock, worth $50,710. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,570
Previous 1,568 0.13%
Holding current value
$50,710
Previous $46,000 8.7%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$29.8 - $32.29 $59 - $64
2 Added 0.13%
1,570 $50,000
Q2 2025

Jul 24, 2025
SELL
$23.87 - $29.82 $214 - $268
-9 Reduced 0.57%
1,568 $46,000
Q1 2025

May 09, 2025
BUY
$26.53 - $29.63 $22,842 - $25,511
861 Added 120.25%
1,577 $42,000
Q4 2024

Jan 24, 2025
BUY
$27.45 - $55.56 $9,827 - $19,890
358 Added 100.0%
716 $20,000
Q2 2024

Aug 01, 2024
BUY
$47.83 - $52.72 $8,131 - $8,962
170 Added 90.43%
358 $18,000
Q1 2024

Apr 24, 2024
BUY
$45.19 - $50.67 $8,495 - $9,525
188 New
188 $9,000

Others Institutions Holding SCHK

# of Institutions
244
Shares Held
71.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
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More about SCHK
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