Van Hulzen Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.86M Buy
58,778
+26,660
+83% +$846K 0.13% 115
2026
Q1
$985K Buy
32,118
+14,418
+81% +$437K 0.07% 170
2025
Q4
$486K Buy
17,700
+888
+5% +$24.1K 0.04% 225
2025
Q3
$459K Buy
16,812
+8
+0% +$218 0.03% 229
2025
Q2
$445K Sell
16,804
-370
-2% -$9.66K 0.04% 228
2025
Q1
$480K Buy
17,174
+8
+0% +$223 0.04% 209
2024
Q4
$469K Buy
17,166
+6
+0% +$171 0.03% 223
2024
Q3
$483K Sell
17,160
-3,459
-17% -$94.2K 0.04% 211
2024
Q2
$534K Sell
20,619
-2,445
-11% -$63.6K 0.04% 200
2024
Q1
$620K Buy
23,064
+1,440
+7% +$37.2K 0.04% 206
2023
Q4
$549K Buy
21,624
+3,201
+17% +$76.3K 0.04% 213
2023
Q3
$435K Sell
18,423
-471
-2% -$11.6K 0.03% 217
2023
Q2
$457K Buy
18,894
+1,200
+7% +$28.7K 0.04% 193
2023
Q1
$431K Buy
+17,694
New +$442K 0.04% 194

Other funds holding SCHD

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

Van Hulzen Asset Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 83% in Q2 2026, buying an estimated $846K and bringing the position to 58,778 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #115.

Van Hulzen Asset Management first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Van Hulzen Asset Management held 58,778 shares of Schwab US Dividend Equity ETF worth $1.86M as of Q2 2026.
  • Van Hulzen Asset Management bought 26,660 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $846K.
  • Schwab US Dividend Equity ETF made up 0.13% of Van Hulzen Asset Management's portfolio in Q2 2026, its #115 holding.
  • Van Hulzen Asset Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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