Costello Asset Management, Inc Schwab Strategic U.S. Mid Cap Transaction History

Costello Asset Management, Inc

  • $289 Million
  • Q3 2025

A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Costello Asset Management, Inc holds 741 shares of SCHM stock, worth $21,607. This represents 0.01% of its overall portfolio holdings.

Number of Shares
741
Previous 738 0.41%
Holding current value
$21,607
Previous $20,000 5.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2025
BUY
$28.15 - $30.13 $84 - $90
3 Added 0.41%
741 $21,000
Q2 2025

Jul 24, 2025
SELL
$22.92 - $28.05 $3,300 - $4,039
-144 Reduced 16.33%
738 $20,000
Q1 2025

May 09, 2025
BUY
$25.58 - $29.24 $22,561 - $25,789
882 New
882 $23,000

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
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More about SCHM
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