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

Van Hulzen Asset Management, LLC

  • $1.49 Billion
  • Q2 2024

A detailed history of Van Hulzen Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 6,873 shares of SCHD stock, worth $581,799. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,873
Previous 7,688 10.6%
Holding current value
$581,799
Previous $620,000 13.87%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$75.81 - $80.15 $61,785 - $65,322
-815 Reduced 10.6%
6,873 $534,000
Q1 2024

May 06, 2024
BUY
$75.25 - $80.63 $36,120 - $38,702
480 Added 6.66%
7,688 $620,000
Q4 2023

Feb 07, 2024
BUY
$66.9 - $76.32 $71,382 - $81,433
1,067 Added 17.38%
7,208 $549,000
Q3 2023

Nov 07, 2023
SELL
$70.63 - $75.66 $11,088 - $11,878
-157 Reduced 2.49%
6,141 $435,000
Q2 2023

Aug 03, 2023
BUY
$69.18 - $73.94 $27,672 - $29,576
400 Added 6.78%
6,298 $457,000
Q1 2023

Apr 28, 2023
BUY
$70.28 - $78.03 $414,511 - $460,220
5,898 New
5,898 $431,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
274M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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