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Van Hulzen Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Van Hulzen Asset Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$385K Sell
10,659
-100
-0.9% -$3.31K 0.03% 281
2026
Q1 		$313K Buy
10,759
+172
+2% +$5.16K 0.02% 290
2025
Q4 		$302K Buy
10,587
+109
+1% +$3.08K 0.02% 272
2025
Q3 		$292K Sell
10,478
-1,011
-9% -$27K 0.02% 270
2025
Q2 		$291K Buy
11,489
+527
+5% +$12.5K 0.02% 260
2025
Q1 		$257K Sell
10,962
-1,710
-13% -$43.6K 0.02% 266
2024
Q4 		$328K Buy
12,672
+1,370
+12% +$36.5K 0.02% 258
2024
Q3 		$291K Buy
11,302
+1,272
+13% +$31.6K 0.02% 259
2024
Q2 		$238K Buy
10,030
+540
+6% +$12.8K 0.02% 279
2024
Q1 		$234K Buy
9,490
+882
+10% +$20.7K 0.02% 292
2023
Q4 		$203K Buy
+8,608
New +$181K 0.01% 297
2023
Q1 		– Sell
-13,068
Closed -$265K – 322
2022
Q4 		$265K Buy
13,068
+640
+5% +$13.1K 0.03% 242
2022
Q3 		$235K Sell
12,428
-2,776
-18% -$58.1K 0.03% 241
2022
Q2 		$296K Sell
15,204
-8,416
-36% -$180K 0.04% 221
2022
Q1 		$559K Sell
23,620
-780
-3% -$18.4K 0.06% 156
2021
Q4 		$625K Hold
24,400
– – 0.07% 158
2021
Q3 		$611K Sell
24,400
-408
-2% -$10.4K 0.09% 126
2021
Q2 		$646K Sell
24,808
-380
-2% -$9.71K 0.1% 120
2021
Q1 		$628K Sell
25,188
-972
-4% -$23.9K 0.1% 119
2020
Q4 		$582K Sell
26,160
-820
-3% -$16.3K 0.09% 126
2020
Q3 		$461K Sell
26,980
-2,804
-9% -$48.3K 0.07% 134
2020
Q2 		$487K Sell
29,784
-2,140
-7% -$32K 0.07% 125
2020
Q1 		$411K Sell
31,924
-2,748
-8% -$46.7K 0.09% 135
2019
Q4 		$656K Sell
34,672
-1,036
-3% -$18.7K 0.13% 114
2019
Q3 		$622K Buy
35,708
+1,888
+6% +$33.3K 0.13% 111
2019
Q2 		$604K Buy
33,820
+1,012
+3% +$17.9K 0.13% 113
2019
Q1 		$574K Buy
32,808
+1,636
+5% +$28K 0.15% 99
2018
Q4 		$473K Buy
+31,172
New +$527K 0.14% 113

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Van Hulzen Asset Management's SCHA Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.93% in Q2 2026, selling an estimated $3.31K and leaving 10,659 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #281.

Van Hulzen Asset Management first reported a position in SCHA in Q4 2018 and has held it in 28 quarters since. The position peaked at $656K in Q4 2019. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Van Hulzen Asset Management held 10,659 shares of Schwab U.S Small- Cap ETF worth $385K as of Q2 2026.
  • Van Hulzen Asset Management sold 100 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.31K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #281 holding.
  • Van Hulzen Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Van Hulzen Asset Management's Schwab U.S Small- Cap ETF position peaked at $656K in Q4 2019.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.