Schwab Strategic Tr cmn shares owned by Costello Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Costello Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $152k | 5.2k | 29.11 |
| 2025-06-30 | $148k | 5.4k | 27.67 |
| 2025-03-31 | $139k | 5.2k | 26.58 |