A detailed history of Zullo Investment Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Zullo Investment Group, Inc. holds 20,696 shares of SCHW stock, worth $1.67 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
20,696
Previous 20,585 0.54%
Holding current value
$1.67 Million
Previous $1.52 Million 11.54%
% of portfolio
0.56%
Previous 0.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$61.74 - $76.08 $6,853 - $8,444
111 Added 0.54%
20,696 $1.34 Million
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $94,960 - $106,988
1,356 Added 7.05%
20,585 $1.52 Million
Q1 2024

Apr 24, 2024

BUY
$61.89 - $72.38 $15,410 - $18,022
249 Added 1.31%
19,229 $1.39 Million
Q4 2023

Jan 19, 2024

BUY
$49.33 - $70.98 $191,301 - $275,260
3,878 Added 25.68%
18,980 $1.31 Million
Q3 2023

Oct 19, 2023

BUY
$54.2 - $67.94 $165,039 - $206,877
3,045 Added 25.26%
15,102 $829,000
Q2 2023

Jul 19, 2023

BUY
$47.37 - $57.14 $53,338 - $64,339
1,126 Added 10.3%
12,057 $683,000
Q1 2023

Apr 25, 2023

BUY
$51.91 - $85.6 $159,934 - $263,733
3,081 Added 39.25%
10,931 $572,000
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $6,945 - $8,575
103 Added 1.33%
7,850 $653,000
Q3 2022

Nov 08, 2022

BUY
$21.16 - $74.92 $10,008 - $35,437
473 Added 6.5%
7,747 $557,000
Q2 2022

Aug 11, 2022

BUY
$59.99 - $83.83 $21,056 - $29,424
351 Added 5.07%
7,274 $460,000
Q1 2022

May 16, 2022

BUY
$75.69 - $95.53 $44,127 - $55,693
583 Added 9.2%
6,923 $584,000
Q4 2021

Feb 16, 2022

BUY
$73.23 - $85.82 $464,278 - $544,098
6,340 New
6,340 $533,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $147B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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