Van Hulzen Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-24,723	Closed	-$365K	–	284
2020 Q1	$365K	Sell	24,723 -7,500	-23%	-$137K	0.08%	151
2019 Q4	$646K	Sell	32,223 -2,775	-8%	-$53.8K	0.13%	119
2019 Q3	$662K	Buy	34,998 +255	+0.7%	+$4.77K	0.14%	108
2019 Q2	$650K	Buy	34,743 +1,110	+3%	+$20.5K	0.14%	105
2019 Q1	$614K	Buy	33,633 +1,029	+3%	+$18.3K	0.17%	94
2018 Q4	$536K	Buy	+32,604	New	+$577K	0.16%	103

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Van Hulzen Asset Management's SCHV Position: Q2 2020 in Review

Van Hulzen Asset Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2020, closing a stake of 24,723 shares — an estimated $365K sold.

Van Hulzen Asset Management first reported a position in SCHV in Q4 2018 and held it in 6 quarters. The position peaked at $662K in Q3 2019. 456 funds tracked by Wall St. Rank hold SCHV as of Q2 2020.

Van Hulzen Asset Management reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Van Hulzen Asset Management sold 24,723 Schwab US Large-Cap Value ETF shares in Q2 2020, an estimated $365K.
Van Hulzen Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 6 quarters.
Van Hulzen Asset Management's Schwab US Large-Cap Value ETF position peaked at $662K in Q3 2019.
456 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2020.

Based on Van Hulzen Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.