Costello Asset Management, Inc Schwab Strategic Tr Us Large C Transaction History

Costello Asset Management, Inc

  • $289 Million
  • Q3 2025

A detailed history of Costello Asset Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Costello Asset Management, Inc holds 13,039 shares of SCHX stock, worth $346,055. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,039
Previous 13,016 0.18%
Holding current value
$346,055
Previous $318,000 7.86%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 06, 2025
BUY
$24.46 - $26.5 $562 - $609
23 Added 0.18%
13,039 $343,000
Q2 2025

Jul 24, 2025
BUY
$19.6 - $24.44 $4,076 - $5,083
208 Added 1.62%
13,016 $318,000
Q1 2025

May 09, 2025
BUY
$21.75 - $24.28 $278,574 - $310,978
12,808 New
12,808 $282,000

Others Institutions Holding SCHX

# of Institutions
1,644
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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