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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Zullo Investment Group's SCHD Position: Q1 2026 in Review

Zullo Investment Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q1 2026, buying an estimated $353K and bringing the position to 119,654 shares worth $3.67M. The position accounts for 1.39% of the portfolio, ranked #12.

Zullo Investment Group first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Zullo Investment Group held 119,654 shares of Schwab US Dividend Equity ETF worth $3.67M as of Q1 2026.
  • Zullo Investment Group bought 11,632 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $353K.
  • Schwab US Dividend Equity ETF made up 1.39% of Zullo Investment Group's portfolio in Q1 2026, its #12 holding.
  • Zullo Investment Group first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.