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Disclosery

Costello Asset Management, INC: SCHG position timeline

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

Costello Asset Management, INC held 25,344 SCHG 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 25,344 shares
    Change vs previous 13F -37 shares

    0.26% of the 13F portfolio, value $857,632.

    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 25,381 shares
    Change vs previous 13F +777 shares

    0.26% of the 13F portfolio, value $739,340.

    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 24,604 shares
    Change vs previous 13F -1,049 shares

    0.27% of the 13F portfolio, value $802,567.

    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 25,653 shares
    Change vs previous 13F -28 shares

    0.27% of the 13F portfolio, value $818,580.

    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 25,681 shares
    Change vs previous 13F +468 shares

    0.28% of the 13F portfolio, value $750,155.

    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 25,213 shares
    Change vs previous 13F +24,957 shares

    0.26% of the 13F portfolio, value $631,334.

    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 256 shares
    Change vs previous 13F +192 shares

    <0.01% of the 13F portfolio, value $7,135.

    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 64 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,668.

    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).