Costello Asset Management, INC's ownership history for SCHW

Costello Asset Management, INC currently holds 12.8K shares with a market value of $1.2M. It started holding SCHW on 2024-09-30. At its peak, it held 12.8K shares on 2026-03-31. Its highest holding value was $1.3M on 2025-12-31. At its lowest, it held 435 shares on 2024-12-31, with a value of $32.2K on 2024-12-31. In the recent 180 days, Costello Asset Management, INC has increased its shares by 40. In the recent year, Costello Asset Management, INC has increased its shares by 67.