Charles Schwab Corporation shares owned by Zullo Investment Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Zullo Investment Group
from 13F filings
Historical chart of Zullo Investment Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Zullo Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 19k | 72.34 |
| 2023-12-31 | $1.3M | 19k | 68.80 |
| 2023-09-30 | $829k | 15k | 54.90 |
| 2023-06-30 | $683k | 12k | 56.68 |
| 2023-03-31 | $573k | 11k | 52.38 |
| 2022-12-31 | $654k | 7.9k | 83.26 |
| 2022-09-30 | $557k | 7.7k | 71.90 |
| 2022-06-30 | $460k | 7.3k | 63.24 |
| 2022-03-31 | $584k | 6.9k | 84.36 |
| 2021-12-31 | $533k | 6.3k | 84.07 |
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