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 $434,563. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,016
Previous 3,754 300.0%
Holding current value
$434,563
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
1,448
Shares Held
2.24B
Call Options Held
264K
Put Options Held
98K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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