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 $21,143. This represents 0.01% of its overall portfolio holdings.
Number of Shares
716
Previous 358
100.0%
Holding current value
$21,143
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
183Shares Held
44.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$845 Million3.25% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$206 Million12.67% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.8 Million5.98% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$61.9 Million27.6% of portfolio
-
Waddell & Associates, LLC963KShares$28.4 Million6.53% of portfolio