Van Cleef Asset Management
SCHK icon

Van Cleef Asset Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Van Cleef Asset Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$419K Buy
11,434
+2,534
+28% +$92.8K 0.04% 95
2026
Q2 		$321K Sell
8,900
-146
-2% -$5.1K 0.03% 101
2026
Q1 		$283K Buy
+9,046
New +$296K 0.03% 104

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Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Orser Capital Management
Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

Van Cleef Asset Management's SCHK Position: Q3 2026 in Review

Van Cleef Asset Management increased its Schwab 1000 Index ETF (SCHK) stake by 28% in Q3 2026, buying an estimated $92.8K and bringing the position to 11,434 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #95.

Van Cleef Asset Management first reported a position in SCHK in Q1 2026 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • Van Cleef Asset Management held 11,434 shares of Schwab 1000 Index ETF worth $419K as of Q3 2026.
  • Van Cleef Asset Management bought 2,534 Schwab 1000 Index ETF shares in Q3 2026, an estimated $92.8K.
  • Schwab 1000 Index ETF made up 0.04% of Van Cleef Asset Management's portfolio in Q3 2026, its #95 holding.
  • Van Cleef Asset Management first reported a position in Schwab 1000 Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Van Cleef Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.