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Schwab Strategic Tr us dividend eq shares owned by Van Hulzen Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Van Hulzen Asset Management from 13F filings

Historical chart of Van Hulzen Asset Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Van Hulzen Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Van Hulzen Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $620k 7.7k 80.65
2023-12-31 $549k 7.2k 76.17
2023-09-30 $435k 6.1k 70.84
2023-06-30 $457k 6.3k 72.56
2023-03-31 $431k 5.9k 73.08

More positions owned by Van Hulzen Asset Management

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Microsoft Corporation (MSFT)
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Abbvie (ABBV)
International Business Machines (IBM)
McDonald's Corporation (MCD)
Eaton Corp SHS (ETN)
Hershey Company (HSY)
Merck & Co (MRK)
Johnson & Johnson (JNJ)
Amazon (AMZN)
Arthur J. Gallagher & Co. (AJG)
Cisco Systems (CSCO)
Broadcom (AVGO)

View all positions for Van Hulzen Asset Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq