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Van Cleef Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Van Cleef Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.31M Hold
79,668
– – 0.24% 46
2026
Q1 		$2M Sell
79,668
-5,125
-6% -$134K 0.22% 46
2025
Q4 		$2.22M Hold
84,793
– – 0.23% 43
2025
Q3 		$2.18M Hold
84,793
– – 0.22% 43
2025
Q2 		$2.02M Sell
84,793
-5,355
-6% -$118K 0.22% 45
2025
Q1 		$1.94M Sell
90,148
-2,300
-2% -$52.3K 0.22% 44
2024
Q4 		$2.1M Hold
92,448
– – 0.23% 46
2024
Q3 		$2.05M Sell
92,448
-2,295
-2% -$49K 0.23% 47
2024
Q2 		$1.99M Hold
94,743
– – 0.25% 46
2024
Q1 		$1.93M Hold
94,743
– – 0.24% 47
2023
Q4 		$1.76M Sell
94,743
-540
-0.6% -$9.33K 0.25% 49
2023
Q3 		$1.58M Hold
95,283
– – 0.25% 50
2023
Q2 		$1.64M Sell
95,283
-1,575
-2% -$25.7K 0.25% 48
2023
Q1 		$1.54M Hold
96,858
– – 0.24% 50
2022
Q4 		$1.45M Buy
96,858
+5,280
+6% +$79.4K 0.24% 50
2022
Q3 		$1.28M Sell
91,578
-4,605
-5% -$71.6K 0.25% 49
2022
Q2 		$1.42M Sell
96,183
-13,959
-13% -$224K 0.24% 50
2022
Q1 		$1.96M Sell
110,142
-6,156
-5% -$108K 0.28% 47
2021
Q4 		$2.19M Hold
116,298
– – 0.31% 43
2021
Q3 		$2.01M Sell
116,298
-36,000
-24% -$640K 0.3% 43
2021
Q2 		$2.65M Sell
152,298
-16,800
-10% -$284K 0.39% 38
2021
Q1 		$2.73M Sell
169,098
-5,220
-3% -$82.3K 0.43% 37
2020
Q4 		$2.64M Sell
174,318
-8,760
-5% -$125K 0.43% 36
2020
Q3 		$2.43M Sell
183,078
-12,510
-6% -$164K 0.45% 35
2020
Q2 		$2.4M Sell
195,588
-5,640
-3% -$65K 0.49% 35
2020
Q1 		$2.03M Sell
201,228
-115,470
-36% -$1.4M 0.5% 37
2019
Q4 		$4.06M Buy
316,698
+168,600
+114% +$2.07M 0.83% 29
2019
Q3 		$1.75M Sell
148,098
-40,350
-21% -$477K 0.39% 41
2019
Q2 		$2.21M Buy
188,448
+1,800
+1% +$20.8K 0.49% 37
2019
Q1 		$2.12M Sell
186,648
-179,940
-49% -$1.96M 0.49% 38
2018
Q4 		$3.66M Buy
+366,588
New +$3.96M 0.98% 25

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Van Cleef Asset Management's SCHB Position: Q2 2026 in Review

Van Cleef Asset Management held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 79,668 shares worth $2.31M. The position accounts for 0.24% of the portfolio, ranked #46.

Van Cleef Asset Management first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.06M in Q4 2019. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Van Cleef Asset Management held 79,668 shares of Schwab US Broad Market ETF worth $2.31M as of Q2 2026.
  • Van Cleef Asset Management left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.24% of Van Cleef Asset Management's portfolio in Q2 2026, its #46 holding.
  • Van Cleef Asset Management first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Van Cleef Asset Management's Schwab US Broad Market ETF position peaked at $4.06M in Q4 2019.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Van Cleef Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.