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

Van Hulzen Asset Management, LLC

  • $1.27 Billion
  • Q3 2025

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 16,812 shares of SCHD stock, worth $457,958. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,812
Previous 16,804 0.05%
Holding current value
$457,958
Previous $445,000 2.92%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$26.38 - $27.95 $211 - $223
8 Added 0.05%
16,812 $458,000
Q2 2025

Aug 13, 2025
SELL
$24.32 - $27.87 $8,998 - $10,311
-370 Reduced 2.15%
16,804 $445,000
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $216 - $228
8 Added 0.05%
17,174 $480,000
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $308,240 - $972,337
11,446 Added 200.1%
17,166 $468,000
Q3 2024

Nov 12, 2024
SELL
$77.02 - $85.06 $88,804 - $98,074
-1,153 Reduced 16.78%
5,720 $483,000
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
2,063
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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