Back to SCHW-PJ
Zullo Investment Group, Inc. → SCHW-PJ
Zullo Investment Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
15
Latest value
$244K
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q3 2025 | $2.9M |
| Q3 2025 | $270K |
| Q4 2025 | $1.9M |
| Q4 2025 | $3M |
| Q4 2025 | $257K |
| Q1 2026 | $1.8M |
| Q1 2026 | $3.7M |
| Q1 2026 | $256K |
| Q2 2026 | $1.6M |
| Q2 2026 | $4.3M |
| Q2 2026 | $255K |
| Q3 2026 | $1.7M |
| Q3 2026 | $4.6M |
| Q3 2026 | $244K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $244K | 10.2K | — | — |
| Q3 2026 | $4.6M | 141.6K | — | — |
| Q3 2026 | $1.7M | 17.8K | — | — |
| Q2 2026 | $255K | 10.6K | — | — |
| Q2 2026 | $4.3M | 135.2K | — | — |
| Q2 2026 | $1.6M | 17.8K | — | — |
| Q1 2026 | $256K | 10.6K | — | — |
| Q1 2026 | $3.7M | 119.7K | — | — |
| Q1 2026 | $1.8M | 18.8K | — | — |
| Q4 2025 | $257K | 10.6K | — | — |
| Q4 2025 | $3M | 108.0K | — | — |
| Q4 2025 | $1.9M | 19.3K | — | — |
| Q3 2025 | $270K | 11.1K | — | — |
| Q3 2025 | $2.9M | 107.8K | — | — |
| Q3 2025 | $1.9M | 19.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B