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Van Hulzen Asset Management, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Van Hulzen Asset Management, LLC on SCHD, newest first. How the timeline and the estimate are built.

Van Hulzen Asset Management, LLC held 58,778 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,778 shares
    Change vs previous 13F +26,660 shares

    0.13% of the 13F portfolio, value $1,863,863.

    13F-HR 0001765380-26-000374 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,118 shares
    Change vs previous 13F +14,418 shares

    0.07% of the 13F portfolio, value $985,392.

    13F-HR 0001765380-26-000214 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,700 shares
    Change vs previous 13F +888 shares

    0.04% of the 13F portfolio, value $485,511.

    13F-HR 0001765380-26-000079 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,812 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $458,967.

    13F-HR 0001765380-25-000494 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,804 shares
    Change vs previous 13F -370 shares

    0.04% of the 13F portfolio, value $445,314.

    13F-HR 0001765380-25-000369 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,174 shares
    Change vs previous 13F +8 shares

    0.04% of the 13F portfolio, value $480,177.

    13F-HR 0001765380-25-000232 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,166 shares
    Change vs previous 13F +11,446 shares

    0.03% of the 13F portfolio, value $468,984.

    13F-HR 0001600145-25-000001 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,720 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $483,000.

    13F-HR 0001600145-24-000012 filed by Van Hulzen Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).