Zullo Investment Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.85M | Sell |
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|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $829K | Buy |
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|
2023
Q2 | $683K | Buy |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $654K | Buy |
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|
2022
Q3 | $557K | Buy |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $584K | Buy |
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|
2021
Q4 | $533K | Buy |
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