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Schwab Strategic Tr us lrg cap etf shares owned by Costello Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Costello Asset Management from 13F filings

Historical chart of Costello Asset Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by Costello Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 13k 26.34
2025-06-30 $318k 13k 24.44
2025-03-31 $283k 13k 22.08

More positions owned by Costello Asset Management

Nvidia Corporation Om (NVDA)
Amazon Om (AMZN)
Apple Om (AAPL)
Microsoft Corp Om (MSFT)
Alphabet Ap Stk Cl A (GOOGL)
Alphabet Ap Stk Cl C (GOOG)
Netflix Om (NFLX)
Berkshire Hathaway Inc Del L B New (BRK.B)
Johnson & Johnson Om (JNJ)
Visa Om Cl A (V)
Eli Lilly & Co Om (LLY)
Uber Technologies Om (UBER)
Constellation Energy Corp Om (CEG)
Marvell Technology Om (MRVL)
Artesian Res Corp L A (ARTNA)

View all positions for Costello Asset Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf