Zullo Investment Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Zullo Investment Group, Inc.

$269 Million
Q3 2025

A detailed history of Zullo Investment Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zullo Investment Group, Inc. holds 107,834 shares of SCHD stock, worth $2.87 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

107,834

Previous 97,150 11.0%

Holding current value

$2.87 Million

Previous $2.57 Million 14.34%

% of portfolio

1.1%

Previous 1.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$26.38 - $27.95 $281,843 - $298,617	10,684 Added 11.0%	107,834 $2.94 Million
Q2 2025 Jul 24, 2025	BUY	$24.32 - $27.87 $42,487 - $48,688	1,747 Added 1.83%	97,150 $2.57 Million
Q1 2025 May 01, 2025	BUY	$27.01 - $28.54 $91,644 - $96,836	3,393 Added 3.69%	95,403 $2.67 Million
Q4 2024 Feb 03, 2025	BUY	$26.93 - $84.95 $1.58 Million - $4.99 Million	58,776 Added 176.86%	92,010 $2.51 Million
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $33,657 - $37,171	437 Added 1.33%	33,234 $2.81 Million
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $6,368 - $6,732	84 Added 0.26%	32,797 $2.55 Million
Q1 2024 Apr 24, 2024	BUY	$75.25 - $80.63 $52,599 - $56,360	699 Added 2.18%	32,713 $2.64 Million
Q4 2023 Jan 19, 2024	BUY	$66.9 - $76.32 $9,633 - $10,990	144 Added 0.45%	32,014 $2.44 Million
Q3 2023 Oct 19, 2023	BUY	$70.63 - $75.66 $101,565 - $108,799	1,438 Added 4.73%	31,870 $2.26 Million
Q2 2023 Jul 19, 2023	SELL	$69.18 - $73.94 $45,451 - $48,578	-657 Reduced 2.11%	30,432 $2.21 Million
Q1 2023 Apr 25, 2023	BUY	$70.28 - $78.03 $56,856 - $63,126	809 Added 2.67%	31,089 $2.27 Million
Q4 2022 Feb 14, 2023	SELL	$67.16 - $79.06 $49,093 - $57,792	-731 Reduced 2.36%	30,280 $2.29 Million
Q3 2022 Nov 08, 2022	BUY	$66.43 - $77.87 $106,753 - $125,137	1,607 Added 5.47%	31,011 $2.06 Million
Q2 2022 Aug 11, 2022	BUY	$70.31 - $80.24 $38,318 - $43,730	545 Added 1.89%	29,404 $2.11 Million
Q1 2022 May 16, 2022	BUY	$75.14 - $81.94 $203,629 - $222,057	2,710 Added 10.36%	28,859 $2.28 Million
Q4 2021 Feb 16, 2022	BUY	$74.93 - $80.86 $1.96 Million - $2.11 Million	26,149 New	26,149 $2.11 Million

Others Institutions Holding SCHD

# of Institutions

2,023

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zullo Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Zullo Investment Group, Inc. with notifications on news.

Account

Zullo Investment Group, Inc. Schwab Strategic Tr Us Dividen Transaction History