Zullo Investment Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
97,150
+1,747
| +2% | +$46.3K | 1.04% | 18 |
|
|
2025
Q1 | $2.67M | Buy |
95,403
+3,393
| +4% | +$94.9K | 1.14% | 19 |
|
|
2024
Q4 | $2.51M | Sell |
92,010
-7,692
| -8% | -$210K | 1.02% | 20 |
|
|
2024
Q3 | $2.81M | Buy |
99,702
+1,311
| +1% | +$36.9K | 1.17% | 15 |
|
|
2024
Q2 | $2.55M | Buy |
98,391
+252
| +0.3% | +$6.53K | 1.12% | 16 |
|
|
2024
Q1 | $2.64M | Buy |
98,139
+2,097
| +2% | +$56.4K | 1.24% | 15 |
|
|
2023
Q4 | $2.44M | Buy |
96,042
+432
| +0.5% | +$11K | 1.25% | 15 |
|
|
2023
Q3 | $2.26M | Buy |
95,610
+4,314
| +5% | +$102K | 1.32% | 17 |
|
|
2023
Q2 | $2.21M | Sell |
91,296
-1,971
| -2% | -$47.7K | 1.26% | 18 |
|
|
2023
Q1 | $2.27M | Buy |
93,267
+2,427
| +3% | +$59.2K | 1.42% | 13 |
|
|
2022
Q4 | $2.29M | Sell |
90,840
-2,193
| -2% | -$55.2K | 1.4% | 12 |
|
|
2022
Q3 | $2.06M | Buy |
93,033
+4,821
| +5% | +$107K | 1.33% | 10 |
|
|
2022
Q2 | $2.11M | Buy |
88,212
+1,635
| +2% | +$39K | 1.32% | 10 |
|
|
2022
Q1 | $2.28M | Buy |
86,577
+8,130
| +10% | +$214K | 1.18% | 14 |
|
|
2021
Q4 | $2.11M | Buy |
+78,447
| New | +$2.11M | 1.09% | 17 |
|