Charles Schwab Corporation shares owned by Costello Asset Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 95.47 |
| 2025-06-30 | $1.2M | 13k | 91.24 |
| 2025-03-31 | $995k | 13k | 78.28 |
| 2024-12-31 | $32k | 435 | 74.01 |
| 2024-09-30 | $40k | 610 | 64.81 |
| 2024-06-30 | $45k | 610 | 73.69 |
| 2024-03-31 | $44k | 610 | 72.34 |
| 2023-12-31 | $42k | 610 | 68.80 |
| 2023-09-30 | $3.3k | 60 | 54.90 |
| 2023-06-30 | $3.4k | 60 | 56.68 |
| 2023-03-31 | $3.1k | 60 | 52.38 |
| 2022-12-31 | $5.0k | 60 | 83.27 |
| 2022-09-30 | $4.0k | 60 | 66.67 |
| 2022-06-30 | $4.0k | 60 | 66.67 |
| 2022-03-31 | $5.0k | 60 | 83.33 |
| 2021-12-31 | $5.0k | 60 | 83.33 |
| 2021-09-30 | $4.0k | 60 | 66.67 |
| 2021-06-30 | $4.0k | 60 | 66.67 |
| 2021-03-31 | $4.0k | 60 | 66.67 |
| 2020-12-31 | $3.0k | 60 | 50.00 |