VHAM
Van Hulzen Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
12,710
-163
| -1% | -$3.88K | 0.03% | 253 |
|
|
2025
Q1 | $277K | Buy |
12,873
+4,699
| +57% | +$101K | 0.03% | 256 |
|
|
2024
Q4 | $186K | Buy |
+8,174
| New | +$186K | 0.01% | 315 |
|
|
2024
Q1 | – | Sell |
-13,682
| Closed | -$762K | – | 330 |
|
|
2023
Q4 | $762K | Buy |
13,682
+424
| +3% | +$23.6K | 0.05% | 188 |
|
|
2023
Q3 | $661K | Buy |
13,258
+45
| +0.3% | +$2.24K | 0.05% | 187 |
|
|
2023
Q2 | $683K | Sell |
13,213
-3,161
| -19% | -$163K | 0.06% | 149 |
|
|
2023
Q1 | $783K | Buy |
16,374
+244
| +2% | +$11.7K | 0.07% | 136 |
|
|
2022
Q4 | $723K | Buy |
+16,130
| New | +$723K | 0.08% | 145 |
|
|
2022
Q2 | – | Sell |
-4,498
| Closed | -$240K | – | 317 |
|
|
2022
Q1 | $240K | Buy |
4,498
+2,148
| +91% | +$115K | 0.03% | 263 |
|
|
2021
Q4 | $266K | Hold |
2,350
| – | – | 0.03% | 253 |
|
|
2021
Q3 | $244K | Sell |
2,350
-365
| -13% | -$37.9K | 0.04% | 233 |
|
|
2021
Q2 | $283K | Hold |
2,715
| – | – | 0.04% | 209 |
|
|
2021
Q1 | $263K | Buy |
2,715
+395
| +17% | +$38.3K | 0.04% | 211 |
|
|
2020
Q4 | $211K | Buy |
+2,320
| New | +$211K | 0.03% | 271 |
|