Schwab Strategic Tr shares owned by Costello Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCUS) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 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 by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 692 | 25.25 |
| 2025-06-30 | $18k | 717 | 25.19 |
| 2025-03-31 | $17k | 692 | 25.19 |