Van Hulzen Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Van Hulzen Asset Management, LLC

  • $1.05 Billion
  • Q1 2025

A detailed history of Van Hulzen Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 12,873 shares of SCHB stock, worth $315,774. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,873
Previous 8,174 57.49%
Holding current value
$315,774
Previous $185,000 49.73%
% of portfolio
0.03%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$21.23 - $23.75 $99,759 - $111,601
4,699 Added 57.49%
12,873 $277,000
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $179,909 - $546,186
8,174 New
8,174 $185,000
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $20,186 - $23,705
424 Added 3.2%
13,682 $762,000
Q3 2023

Nov 07, 2023
BUY
$49.59 - $53.57 $2,231 - $2,410
45 Added 0.34%
13,258 $661,000
Q2 2023

Aug 03, 2023
SELL
$47.08 - $51.7 $148,819 - $163,423
-3,161 Reduced 19.3%
13,213 $683,000
Q1 2023

Apr 28, 2023
BUY
$44.47 - $49.23 $10,850 - $12,012
244 Added 1.51%
16,374 $783,000
Q4 2022

Feb 13, 2023
BUY
$41.94 - $47.81 $676,492 - $771,175
16,130 New
16,130 $723,000
Q2 2022

Aug 04, 2022
SELL
$42.93 - $53.98 $193,099 - $242,802
-4,498 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$49.15 - $56.85 $105,574 - $122,113
2,148 Added 91.4%
4,498 $240,000
Q3 2021

Nov 12, 2021
SELL
$51.32 - $54.83 $18,731 - $20,012
-365 Reduced 13.44%
2,350 $244,000
Q1 2021

May 12, 2021
BUY
$44.89 - $48.81 $17,731 - $19,279
395 Added 17.03%
2,715 $263,000
Q4 2020

Feb 16, 2021
BUY
$39.03 - $45.5 $90,549 - $105,560
2,320 New
2,320 $211,000

Others Institutions Holding SCHB

# of Institutions
1,340
Shares Held
500M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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