Van Hulzen Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Van Hulzen Asset Management’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$648K	Buy	19,140 +1,267	+7%	+$42K	0.05%	225
2026 Q1	$521K	Buy	17,873 +18	+0.1%	+$560	0.04%	224
2025 Q4	$582K	Buy	17,855 +16	+0.1%	+$520	0.04%	208
2025 Q3	$569K	Buy	17,839 +1,863	+12%	+$56.8K	0.04%	215
2025 Q2	$467K	Buy	15,976 +557	+4%	+$14.7K	0.04%	224
2025 Q1	$386K	Buy	15,419 +403	+3%	+$11K	0.04%	229
2024 Q4	$418K	Hold	15,016	–	–	0.03%	235
2024 Q3	$391K	Hold	15,016	–	–	0.03%	235
2024 Q2	$379K	Hold	15,016	–	–	0.03%	223
2024 Q1	$348K	Hold	15,016	–	–	0.02%	250
2023 Q4	$311K	Hold	15,016	–	–	0.02%	259
2023 Q3	$273K	Sell	15,016 -280	-2%	-$5.27K	0.02%	257
2023 Q2	$287K	Sell	15,296 -56	-0.4%	-$960	0.02%	245
2023 Q1	$250K	Hold	15,352	–	–	0.02%	250
2022 Q4	$213K	Buy	15,352 +56	+0.4%	+$805	0.02%	260
2022 Q3	$213K	Hold	15,296	–	–	0.03%	249
2022 Q2	$222K	Hold	15,296	–	–	0.03%	264
2022 Q1	$286K	Hold	15,296	–	–	0.03%	243
2021 Q4	$313K	Hold	15,296	–	–	0.03%	234
2021 Q3	$283K	Hold	15,296	–	–	0.04%	219
2021 Q2	$279K	Hold	15,296	–	–	0.04%	211
2021 Q1	$248K	Sell	15,296 -4,000	-21%	-$65.1K	0.04%	218
2020 Q4	$310K	Sell	19,296 -520	-3%	-$7.89K	0.05%	211
2020 Q3	$285K	Sell	19,816 -880	-4%	-$12.3K	0.04%	199
2020 Q2	$263K	Hold	20,696	–	–	0.04%	206
2020 Q1	$206K	Sell	20,696 -6,280	-23%	-$71.6K	0.04%	228
2019 Q4	$313K	Sell	26,976 -1,720	-6%	-$19K	0.06%	209
2019 Q3	$301K	Hold	28,696	–	–	0.06%	203
2019 Q2	$298K	Sell	28,696 -744	-3%	-$7.56K	0.07%	201
2019 Q1	$292K	Buy	29,440 +560	+2%	+$5.3K	0.08%	178
2018 Q4	$249K	Buy	+28,880	New	+$269K	0.07%	190

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Van Hulzen Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.1% in Q2 2026, buying an estimated $42K and bringing the position to 19,140 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #225.

Van Hulzen Asset Management first reported a position in SCHG in Q4 2018 and has held it in 31 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Van Hulzen Asset Management held 19,140 shares of Schwab US Large-Cap Growth ETF worth $648K as of Q2 2026.
Van Hulzen Asset Management bought 1,267 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $42K.
Schwab US Large-Cap Growth ETF made up 0.05% of Van Hulzen Asset Management's portfolio in Q2 2026, its #225 holding.
Van Hulzen Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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