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 $292,474. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,873
Previous 8,174 57.49%
Holding current value
$292,474
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
1,291
Shares Held
488M
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
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Van Hulzen Asset Management, LLC Portfolio

Follow Van Hulzen Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Van Hulzen Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Hulzen Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email