Zullo Investment Group, Inc. Schwab Short Term Us Treasury Transaction History

Zullo Investment Group, Inc.

$232 Million
Q1 2025

A detailed history of Zullo Investment Group, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Zullo Investment Group, Inc. holds 11,909 shares of SCHO stock, worth $289,626. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,909

Previous 10,752 10.76%

Holding current value

$289,626

Previous $258,000 12.02%

% of portfolio

0.12%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$24.1 - $24.34 $27,883 - $28,161	1,157 Added 10.76%	11,909 $289,000
Q4 2024 Feb 03, 2025	BUY	$24.06 - $48.88 $117,196 - $238,094	4,871 Added 82.83%	10,752 $258,000
Q3 2024 Oct 15, 2024	SELL	$47.93 - $49.06 $23,821 - $24,382	-497 Reduced 7.79%	5,881 $288,000
Q2 2024 Aug 13, 2024	SELL	$47.75 - $48.13 $6,589 - $6,641	-138 Reduced 2.12%	6,378 $306,000
Q1 2024 Apr 24, 2024	SELL	$48.05 - $48.63 $17,009 - $17,215	-354 Reduced 5.15%	6,516 $314,000
Q4 2023 Jan 19, 2024	BUY	$47.66 - $48.45 $1,858 - $1,889	39 Added 0.57%	6,870 $332,000
Q3 2023 Oct 19, 2023	BUY	$47.78 - $48.2 $326,385 - $329,254	6,831 New	6,831 $327,000
Q4 2022 Feb 14, 2023	BUY	$47.89 - $48.47 $64,795 - $65,579	1,353 New	1,353 $65,000

Others Institutions Holding SCHO

# of Institutions

694

Shares Held

307M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

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 Short Term Us Treasury Transaction History