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Disclosery

Costello Asset Management, INC: SCHW position timeline

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

Costello Asset Management, INC held 12,784 SCHW 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 12,784 shares
    Change vs previous 13F +3 shares

    0.35% of the 13F portfolio, value $1,179,625.

    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 12,781 shares
    Change vs previous 13F +38 shares

    0.42% of the 13F portfolio, value $1,201,182.

    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 12,743 shares
    Change vs previous 13F +2 shares

    0.42% of the 13F portfolio, value $1,273,170.

    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 12,741 shares
    Change vs previous 13F +1 shares

    0.41% of the 13F portfolio, value $1,216,346.

    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 12,740 shares
    Change vs previous 13F +26 shares

    0.44% of the 13F portfolio, value $1,162,391.

    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 12,714 shares
    Change vs previous 13F +12,279 shares

    0.4% of the 13F portfolio, value $995,268.

    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 435 shares
    Change vs previous 13F -175 shares

    0.02% of the 13F portfolio, value $32,194.

    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 610 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $39,534.

    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).