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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$467K Buy
15,976
+557
+4% +$16.3K 0.04% 223
2025
Q1 		$386K Buy
15,419
+403
+3% +$10.1K 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% -$5.09K 0.02% 257
2023
Q2 		$287K Sell
15,296
-56
-0.4% -$1.05K 0.02% 245
2023
Q1 		$250K Hold
15,352
– – 0.02% 250
2022
Q4 		$213K Buy
15,352
+56
+0.4% +$777 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% -$64.9K 0.04% 218
2020
Q4 		$310K Sell
19,296
-520
-3% -$8.35K 0.05% 211
2020
Q3 		$285K Sell
19,816
-880
-4% -$12.7K 0.04% 199
2020
Q2 		$263K Hold
20,696
– – 0.04% 206
2020
Q1 		$206K Sell
20,696
-6,280
-23% -$62.5K 0.04% 228
2019
Q4 		$313K Sell
26,976
-1,720
-6% -$20K 0.06% 209
2019
Q3 		$301K Hold
28,696
– – 0.06% 203
2019
Q2 		$298K Sell
28,696
-744
-3% -$7.73K 0.07% 201
2019
Q1 		$292K Buy
29,440
+560
+2% +$5.55K 0.08% 178
2018
Q4 		$249K Buy
+28,880
New +$249K 0.07% 190