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

Zullo Investment Group, Inc.

  • $240 Million
  • Q3 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 33,234 shares of SCHD stock, worth $916,593. This represents 1.17% of its overall portfolio holdings.

Number of Shares
33,234
Previous 32,797 1.33%
Holding current value
$916,593
Previous $2.55 Million 10.16%
% of portfolio
1.17%
Previous 1.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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