Zullo Investment Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
19,675
-241
| -1% | -$22K | 0.73% | 36 |
|
|
2025
Q1 | $1.56M | Sell |
19,916
-469
| -2% | -$36.7K | 0.67% | 39 |
|
|
2024
Q4 | $1.51M | Sell |
20,385
-311
| -2% | -$23K | 0.61% | 41 |
|
|
2024
Q3 | $1.34M | Buy |
20,696
+111
| +0.5% | +$7.19K | 0.56% | 41 |
|
|
2024
Q2 | $1.52M | Buy |
20,585
+1,356
| +7% | +$99.9K | 0.67% | 41 |
|
|
2024
Q1 | $1.39M | Buy |
19,229
+249
| +1% | +$18K | 0.65% | 41 |
|
|
2023
Q4 | $1.31M | Buy |
18,980
+3,878
| +26% | +$267K | 0.67% | 41 |
|
|
2023
Q3 | $829K | Buy |
15,102
+3,045
| +25% | +$167K | 0.49% | 49 |
|
|
2023
Q2 | $683K | Buy |
12,057
+1,126
| +10% | +$63.8K | 0.39% | 57 |
|
|
2023
Q1 | $573K | Buy |
10,931
+3,081
| +39% | +$161K | 0.36% | 65 |
|
|
2022
Q4 | $654K | Buy |
7,850
+103
| +1% | +$8.58K | 0.4% | 59 |
|
|
2022
Q3 | $557K | Buy |
7,747
+473
| +7% | +$34K | 0.36% | 58 |
|
|
2022
Q2 | $460K | Buy |
7,274
+351
| +5% | +$22.2K | 0.29% | 72 |
|
|
2022
Q1 | $584K | Buy |
6,923
+583
| +9% | +$49.2K | 0.3% | 71 |
|
|
2021
Q4 | $533K | Buy |
+6,340
| New | +$533K | 0.27% | 78 |
|