Van Hulzen Asset Management, LLC Schwab Strategic Tr Us Small C Transaction History

Van Hulzen Asset Management, LLC

  • $1.51 Billion
  • Q1 2024

A detailed history of Van Hulzen Asset Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 4,745 shares of SCHA stock, worth $236,870. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,745
Previous 4,304 10.25%
Holding current value
$236,870
Previous $203,000 15.27%
% of portfolio
0.02%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$44.84 - $49.24 $19,774 - $21,714
441 Added 10.25%
4,745 $234,000
Q4 2023

Feb 07, 2024
BUY
$38.13 - $48.02 $164,111 - $206,678
4,304 New
4,304 $203,000
Q4 2022

Feb 13, 2023
BUY
$39.61 - $43.54 $12,675 - $13,932
320 Added 5.15%
6,534 $265,000
Q3 2022

Nov 08, 2022
SELL
N/A
-1,388 Reduced 18.26%
6,214 $235,000
Q2 2022

Aug 04, 2022
SELL
N/A
-4,208 Reduced 35.63%
7,602 $296,000
Q1 2022

May 20, 2022
BUY
N/A
5,710 Added 93.61%
11,810 $559,000
Q3 2021

Nov 12, 2021
SELL
N/A
-102 Reduced 1.64%
6,100 $611,000
Q2 2021

Aug 06, 2021
SELL
N/A
-95 Reduced 1.51%
6,202 $646,000
Q1 2021

May 12, 2021
SELL
N/A
-243 Reduced 3.72%
6,297 $628,000
Q4 2020

Feb 16, 2021
SELL
N/A
-205 Reduced 3.04%
6,540 $582,000
Q3 2020

Nov 03, 2020
SELL
N/A
-701 Reduced 9.41%
6,745 $461,000
Q2 2020

Aug 11, 2020
SELL
N/A
-535 Reduced 6.7%
7,446 $487,000
Q1 2020

May 14, 2020
SELL
N/A
-687 Reduced 7.93%
7,981 $411,000
Q4 2019

Feb 12, 2020
SELL
N/A
-259 Reduced 2.9%
8,668 $656,000
Q3 2019

Oct 30, 2019
BUY
N/A
472 Added 5.58%
8,927 $622,000
Q2 2019

Aug 08, 2019
BUY
N/A
253 Added 3.08%
8,455 $604,000
Q1 2019

May 01, 2019
BUY
N/A
409 Added 5.25%
8,202 $574,000
Q4 2018

Feb 12, 2019
BUY
N/A
7,793 New
7,793 $473,000

Others Institutions Holding SCHA

# of Institutions
1,110
Shares Held
226M
Call Options Held
56K
Put Options Held
18.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
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