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Disclosery

Costello Asset Management, INC: SCHX position timeline

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

Costello Asset Management, INC held 13,027 SCHX 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 13,027 shares
    Change vs previous 13F -81 shares

    0.12% of the 13F portfolio, value $383,390.

    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 13,108 shares
    Change vs previous 13F +326 shares

    0.12% of the 13F portfolio, value $336,092.

    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 12,782 shares
    Change vs previous 13F -257 shares

    0.11% of the 13F portfolio, value $343,952.

    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 13,039 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $343,441.

    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 13,016 shares
    Change vs previous 13F +208 shares

    0.12% of the 13F portfolio, value $318,102.

    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 12,808 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $282,794.

    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).