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

Van Hulzen Asset Management, LLC

  • $1.32 Billion
  • Q4 2024

A detailed history of Van Hulzen Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 15,016 shares of SCHG stock, worth $426,754. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,016
Previous 3,754 300.0%
Holding current value
$426,754
Previous $391,000 6.91%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$25.93 - $105.3 $292,023 - $1.19 Million
11,262 Added 300.0%
15,016 $418,000
Q3 2023

Nov 07, 2023
SELL
$71.99 - $78.02 $5,039 - $5,461
-70 Reduced 1.83%
3,754 $273,000
Q2 2023

Aug 03, 2023
SELL
$63.6 - $74.95 $890 - $1,049
-14 Reduced 0.36%
3,824 $287,000
Q4 2022

Feb 13, 2023
BUY
$54.31 - $60.76 $760 - $850
14 Added 0.37%
3,838 $213,000
Q1 2022

May 20, 2022
BUY
$65.63 - $82.62 $125,484 - $157,969
1,912 Added 100.0%
3,824 $286,000
Q1 2021

May 12, 2021
SELL
$61.41 - $68.35 $30,705 - $34,175
-500 Reduced 20.73%
1,912 $248,000
Q4 2020

Feb 16, 2021
SELL
$55.95 - $64.38 $3,636 - $4,184
-65 Reduced 2.62%
2,412 $310,000
Q3 2020

Nov 03, 2020
SELL
$51.42 - $61.56 $5,656 - $6,771
-110 Reduced 4.25%
2,477 $285,000
Q1 2020

May 14, 2020
SELL
$34.6 - $51.17 $27,161 - $40,168
-785 Reduced 23.28%
2,587 $206,000
Q4 2019

Feb 12, 2020
SELL
$40.97 - $46.72 $8,808 - $10,044
-215 Reduced 5.99%
3,372 $313,000
Q2 2019

Aug 08, 2019
SELL
N/A
-93 Reduced 2.53%
3,587 $298,000
Q1 2019

May 01, 2019
BUY
N/A
70 Added 1.94%
3,680 $292,000
Q4 2018

Feb 12, 2019
BUY
N/A
3,610 New
3,610 $249,000

Others Institutions Holding SCHG

# of Institutions
1,407
Shares Held
1.99B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
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