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Van Hulzen Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Van Hulzen Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$436K Sell
15,050
-82
-0.5% -$2.3K 0.03% 266
2026
Q1 		$380K Sell
15,132
-1,390
-8% -$36.5K 0.03% 265
2025
Q4 		$433K Buy
16,522
+3,264
+25% +$85K 0.03% 235
2025
Q3 		$341K Buy
13,258
+548
+4% +$13.6K 0.03% 257
2025
Q2 		$303K Sell
12,710
-163
-1% -$3.59K 0.03% 254
2025
Q1 		$277K Buy
12,873
+4,699
+57% +$107K 0.03% 256
2024
Q4 		$186K Buy
+8,174
New +$187K 0.01% 320
2024
Q1 		– Sell
-41,046
Closed -$762K – 330
2023
Q4 		$762K Buy
41,046
+1,272
+3% +$22K 0.05% 188
2023
Q3 		$661K Buy
39,774
+135
+0.3% +$2.34K 0.05% 187
2023
Q2 		$683K Sell
39,639
-9,483
-19% -$155K 0.06% 149
2023
Q1 		$783K Buy
49,122
+732
+2% +$11.4K 0.07% 136
2022
Q4 		$723K Buy
+48,390
New +$727K 0.08% 145
2022
Q2 		– Sell
-13,494
Closed -$240K – 317
2022
Q1 		$240K Sell
13,494
-606
-4% -$10.6K 0.03% 263
2021
Q4 		$266K Hold
14,100
– – 0.03% 253
2021
Q3 		$244K Sell
14,100
-2,190
-13% -$39K 0.04% 233
2021
Q2 		$283K Hold
16,290
– – 0.04% 209
2021
Q1 		$263K Buy
16,290
+2,370
+17% +$37.4K 0.04% 211
2020
Q4 		$211K Buy
+13,920
New +$198K 0.03% 271

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Van Hulzen Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.54% in Q2 2026, selling an estimated $2.3K and leaving 15,050 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #266.

Van Hulzen Asset Management first reported a position in SCHB in Q4 2020 and has held it in 18 quarters since. The position peaked at $783K in Q1 2023. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Van Hulzen Asset Management held 15,050 shares of Schwab US Broad Market ETF worth $436K as of Q2 2026.
  • Van Hulzen Asset Management sold 82 Schwab US Broad Market ETF shares in Q2 2026, an estimated $2.3K.
  • Schwab US Broad Market ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #266 holding.
  • Van Hulzen Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 18 quarters since.
  • Van Hulzen Asset Management's Schwab US Broad Market ETF position peaked at $783K in Q1 2023.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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