ZIG
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Zullo Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Zullo Investment Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.29M Buy
135,169
+15,515
+13% +$492K 1.46% 11
2026
Q1 		$3.67M Buy
119,654
+11,632
+11% +$353K 1.39% 12
2025
Q4 		$2.96M Buy
108,022
+188
+0.2% +$5.11K 1.08% 16
2025
Q3 		$2.94M Buy
107,834
+10,684
+11% +$291K 1.09% 16
2025
Q2 		$2.57M Buy
97,150
+1,747
+2% +$45.6K 1.04% 18
2025
Q1 		$2.67M Buy
95,403
+3,393
+4% +$94.6K 1.14% 19
2024
Q4 		$2.51M Sell
92,010
-7,692
-8% -$219K 1.02% 20
2024
Q3 		$2.81M Buy
99,702
+1,311
+1% +$35.7K 1.17% 15
2024
Q2 		$2.55M Buy
98,391
+252
+0.3% +$6.56K 1.12% 16
2024
Q1 		$2.64M Buy
98,139
+2,097
+2% +$54.2K 1.24% 15
2023
Q4 		$2.44M Buy
96,042
+432
+0.5% +$10.3K 1.25% 15
2023
Q3 		$2.26M Buy
95,610
+4,314
+5% +$106K 1.32% 17
2023
Q2 		$2.21M Sell
91,296
-1,971
-2% -$47.1K 1.26% 18
2023
Q1 		$2.27M Buy
93,267
+2,427
+3% +$60.7K 1.42% 13
2022
Q4 		$2.29M Sell
90,840
-2,193
-2% -$54.1K 1.4% 12
2022
Q3 		$2.06M Buy
93,033
+4,821
+5% +$117K 1.33% 10
2022
Q2 		$2.11M Buy
88,212
+1,635
+2% +$41.6K 1.32% 10
2022
Q1 		$2.28M Buy
86,577
+8,130
+10% +$213K 1.18% 14
2021
Q4 		$2.11M Buy
+78,447
New +$2.04M 1.09% 17

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Zullo Investment Group's SCHD Position: Q2 2026 in Review

Zullo Investment Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, buying an estimated $492K and bringing the position to 135,169 shares worth $4.29M. The position accounts for 1.46% of the portfolio, ranked #11.

Zullo Investment Group first reported a position in SCHD in Q4 2021 and has held it in 19 quarters since. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Zullo Investment Group held 135,169 shares of Schwab US Dividend Equity ETF worth $4.29M as of Q2 2026.
  • Zullo Investment Group bought 15,515 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $492K.
  • Schwab US Dividend Equity ETF made up 1.46% of Zullo Investment Group's portfolio in Q2 2026, its #11 holding.
  • Zullo Investment Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.