Zullo Investment Group, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1909760 SCRANTON, PA

Position in SCHW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,642,590

-$124,891 QoQ

Shares Held

17,802

-5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#997

of 2,303 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Financial Services · as of Jun 30, 2026

Zullo Investment Group, Inc. holds $6,306,642 across 3 Capital Markets names. SCHW ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,436	$2,463,697
2	MS	Morgan Stanley	10,526	$2,200,355
3	SCHW	Schwab Charles Corp This page	17,802	$1,642,590

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,642,590	17,802	-5.3%	Shares	Sole	2026-07-31
2026-03-31	$1,767,481	18,807	-2.7%	Shares	Sole	2026-04-15
2025-12-31	$1,931,060	19,328	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$1,850,113	19,379	-1.5%	Shares	Sole	2025-10-23
2025-06-30	$1,795,147	19,675	-1.2%	Shares	Sole	2025-07-24
2025-03-31	$1,559,024	19,916	-2.3%	Shares	Sole	2025-05-01
2024-12-31	$1,508,693	20,385	-1.5%	Shares	Sole	2025-02-03
2024-09-30	$1,341,307	20,696	+0.5%	Shares	Sole	2024-10-15
2024-06-30	$1,516,908	20,585	+7.1%	Shares	Sole	2024-08-13
2024-03-31	$1,391,025	19,229	+1.3%	Shares	Sole	2024-04-24
2023-12-31	$1,305,824	18,980	+25.7%	Shares	Sole	2024-01-19
2023-09-30	$829,099	15,102	+25.3%	Shares	Sole	2023-10-19
2023-06-30	$683,390	12,057	+10.3%	Shares	Sole	2023-07-19
2023-03-31	$572,565	10,931	+39.2%	Shares	Sole	2023-04-25
2022-12-31	$653,591	7,850	+1.3%	Shares	Sole	2023-02-14
2022-09-30	$556,776	7,747	+6.5%	Shares	Sole	2022-11-08
2022-06-30	$459,571	7,274	+5.1%	Shares	Sole	2022-08-11
2022-03-31	$583,678	6,923	+9.2%	Shares	Sole	2022-05-16
2021-12-31	$533,194	6,340	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.