Van Cleef Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.68M | Buy |
260,719
+15,310
| +6% | +$411K | 0.72% | 26 |
|
|
2025
Q4 | $6.6M | Buy |
245,409
+19,837
| +9% | +$530K | 0.67% | 26 |
|
|
2025
Q3 | $5.94M | Sell |
225,572
-5,138
| -2% | -$130K | 0.6% | 27 |
|
|
2025
Q2 | $5.64M | Sell |
230,710
-4,191
| -2% | -$94.8K | 0.61% | 26 |
|
|
2025
Q1 | $5.19M | Sell |
234,901
-4,966
| -2% | -$116K | 0.59% | 28 |
|
|
2024
Q4 | $5.56M | Buy |
239,867
+2,780
| +1% | +$64.8K | 0.61% | 28 |
|
|
2024
Q3 | $5.36M | Buy |
237,087
+5,730
| +2% | +$125K | 0.6% | 29 |
|
|
2024
Q2 | $4.95M | Buy |
231,357
+11,559
| +5% | +$239K | 0.62% | 28 |
|
|
2024
Q1 | $4.55M | Buy |
219,798
+13,575
| +7% | +$267K | 0.57% | 29 |
|
|
2023
Q4 | $3.88M | Buy |
206,223
+5,175
| +3% | +$90.9K | 0.54% | 30 |
|
|
2023
Q3 | $3.39M | Sell |
201,048
-1,200
| -0.6% | -$21.1K | 0.53% | 31 |
|
|
2023
Q2 | $3.53M | Buy |
202,248
+5,790
| +3% | +$95.6K | 0.54% | 31 |
|
|
2023
Q1 | $3.17M | Buy |
196,458
+6,189
| +3% | +$97.4K | 0.49% | 31 |
|
|
2022
Q4 | $2.86M | Buy |
190,269
+3,399
| +2% | +$51.5K | 0.47% | 37 |
|
|
2022
Q3 | $2.64M | Sell |
186,870
-10,203
| -5% | -$160K | 0.51% | 35 |
|
|
2022
Q2 | $2.93M | Sell |
197,073
-13,755
| -7% | -$223K | 0.5% | 33 |
|
|
2022
Q1 | $3.78M | Sell |
210,828
-8,418
| -4% | -$149K | 0.54% | 32 |
|
|
2021
Q4 | $4.16M | Sell |
219,246
-4,950
| -2% | -$91.4K | 0.58% | 32 |
|
|
2021
Q3 | $3.89M | Buy |
224,196
+21,648
| +11% | +$386K | 0.59% | 31 |
|
|
2021
Q2 | $3.51M | Sell |
202,548
-210
| -0.1% | -$3.54K | 0.52% | 32 |
|
|
2021
Q1 | $3.25M | Sell |
202,758
-24,102
| -11% | -$378K | 0.51% | 32 |
|
|
2020
Q4 | $3.44M | Sell |
226,860
-5,490
| -2% | -$78.6K | 0.56% | 31 |
|
|
2020
Q3 | $3.12M | Sell |
232,350
-492
| -0.2% | -$6.54K | 0.58% | 30 |
|
|
2020
Q2 | $2.88M | Buy |
232,842
+26,808
| +13% | +$312K | 0.59% | 29 |
|
|
2020
Q1 | $2.1M | Sell |
206,034
-88,032
| -30% | -$1.07M | 0.52% | 34 |
|
|
2019
Q4 | $3.77M | Buy |
294,066
+49,410
| +20% | +$606K | 0.77% | 30 |
|
|
2019
Q3 | $2.89M | Sell |
244,656
-2,598
| -1% | -$30.6K | 0.64% | 31 |
|
|
2019
Q2 | $2.89M | Buy |
247,254
+19,980
| +9% | +$230K | 0.64% | 31 |
|
|
2019
Q1 | $2.56M | Sell |
227,274
-15,642
| -6% | -$169K | 0.59% | 31 |
|
|
2018
Q4 | $2.42M | Sell |
242,916
-37,338
| -13% | -$401K | 0.65% | 29 |
|
|
2018
Q3 | $3.25M | Sell |
280,254
-45,918
| -14% | -$522K | 0.73% | 30 |
|
|
2018
Q2 | $3.53M | Sell |
326,172
-4,392
| -1% | -$47.4K | 0.85% | 28 |
|
|
2018
Q1 | $3.48M | Sell |
330,564
-24,474
| -7% | -$266K | 0.86% | 29 |
|
|
2017
Q4 | $3.77M | Sell |
355,038
-33,930
| -9% | -$351K | 0.93% | 27 |
|
|
2017
Q3 | $3.89M | Sell |
388,968
-31,332
| -7% | -$308K | 1.06% | 26 |
|
|
2017
Q2 | $4.05M | Sell |
420,300
-20,580
| -5% | -$196K | 1.18% | 26 |
|
|
2017
Q1 | $4.13M | Buy |
440,880
+16,596
| +4% | +$153K | 1.26% | 25 |
|
|
2016
Q4 | $3.77M | Buy |
424,284
+35,118
| +9% | +$305K | 1.2% | 25 |
|
|
2016
Q3 | $3.35M | Buy |
389,166
+34,602
| +10% | +$297K | 1.11% | 28 |
|
|
2016
Q2 | $2.94M | Buy |
354,564
+9,264
| +3% | +$76.2K | 1.01% | 30 |
|
|
2016
Q1 | $2.81M | Sell |
345,300
-35,574
| -9% | -$275K | 0.99% | 30 |
|
|
2015
Q4 | $3.08M | Sell |
380,874
-38,454
| -9% | -$314K | 1.13% | 30 |
|
|
2015
Q3 | $3.2M | Buy |
419,328
+53,064
| +14% | +$429K | 1.26% | 28 |
|
|
2015
Q2 | $3.01M | Sell |
366,264
-17,688
| -5% | -$149K | 1.12% | 31 |
|
|
2015
Q1 | $3.17M | Sell |
383,952
-10,590
| -3% | -$87.2K | 1.18% | 31 |
|
|
2014
Q4 | $3.23M | Buy |
394,542
+46,446
| +13% | +$371K | 1.19% | 27 |
|
|
2014
Q3 | $2.73M | Buy |
348,096
+2,910
| +0.8% | +$22.9K | 1.12% | 29 |
|
|
2014
Q2 | $2.69M | Sell |
345,186
-5,700
| -2% | -$43.2K | 1.13% | 28 |
|
|
2014
Q1 | $2.62M | Buy |
350,886
+8,256
| +2% | +$60.5K | 1.14% | 28 |
|
|
2013
Q4 | $2.52M | Buy |
342,630
+80,730
| +31% | +$569K | 1.11% | 29 |
|
|
2013
Q3 | $1.75M | Sell |
261,900
-35,982
| -12% | -$240K | 0.87% | 32 |
|
|
2013
Q2 | $1.9M | Buy |
+297,882
| New | +$1.91M | 1% | 29 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Van Cleef Asset Management's SCHX Position: Q1 2026 in Review
Van Cleef Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 6.2% in Q1 2026, buying an estimated $411K and bringing the position to 260,719 shares worth $6.68M. The position accounts for 0.72% of the portfolio, ranked #26.
Van Cleef Asset Management first reported a position in SCHX in Q2 2013 and has held it in 52 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- Van Cleef Asset Management held 260,719 shares of Schwab US Large- Cap ETF worth $6.68M as of Q1 2026.
- Van Cleef Asset Management bought 15,310 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $411K.
- Schwab US Large- Cap ETF made up 0.72% of Van Cleef Asset Management's portfolio in Q1 2026, its #26 holding.
- Van Cleef Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on Van Cleef Asset Management's 13F filing for Q1 2026, filed 1 May 2026.