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Disclosery

Costello Asset Management, INC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on SCHD, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 46,933 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,933 shares
    Change vs previous 13F +370 shares

    0.45% of the 13F portfolio, value $1,488,251.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,563 shares
    Change vs previous 13F -721 shares

    0.49% of the 13F portfolio, value $1,428,559.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,284 shares
    Change vs previous 13F -17,245 shares

    0.43% of the 13F portfolio, value $1,297,011.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 64,529 shares
    Change vs previous 13F -13,496 shares

    0.59% of the 13F portfolio, value $1,761,653.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 78,025 shares
    Change vs previous 13F -812 shares

    0.78% of the 13F portfolio, value $2,067,666.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 78,837 shares
    Change vs previous 13F +16,005 shares

    0.89% of the 13F portfolio, value $2,204,281.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,832 shares
    Change vs previous 13F +51,933 shares

    1.14% of the 13F portfolio, value $1,716,576.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,899 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $921,289.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).