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

Van Hulzen Asset Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30
Closed -$698 – 947
2024
Q4 		$698 Buy
+30
New +$699 ﹤0.01% 1067

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HSA
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MGIA
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SFG
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Van Hulzen Asset Management's SCHX Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 30 shares — an estimated $698 sold.

Van Hulzen Asset Management first reported a position in SCHX in Q4 2024 and held it in 1 quarter. The position peaked at $698 in Q4 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 30 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $698.
  • Van Hulzen Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Schwab US Large- Cap ETF position peaked at $698 in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.