Zullo Investment Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Zullo Investment Group, Inc.
- $246 Million
- Q4 2024
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 92,010 shares of SCHD stock, worth $2.55 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
92,010
Previous 33,234
176.86%
Holding current value
$2.55 Million
Previous $2.81 Million
10.54%
% of portfolio
1.02%
Previous 1.17%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio