Van Cleef Asset Management,Inc SCHX SCHWAB STRATEGIC TR US LRG CAP ETF

Ownership history in Van Cleef Asset Management,Inc  ·  56 quarters on record

AI Ownership Summary

Van Cleef Asset Management,Inc reported SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) in 56 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.72% in 2026 Q1. The latest visible filing shows SCHX at 0.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Van Cleef Asset Management,Inc's position in SCHWAB STRATEGIC TR US LRG CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHX was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Van Cleef Asset Management,Inc held SCHX — position size vs. price
% of Fund (quarterly)    SCHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 260,719 +15,310 +6.2% 0.72% $6.7M 2026-05-01 $28.38
2025 Q4 ADDED 245,409 +19,837 +8.8% 0.67% $6.6M 2026-02-09 $27.30
2025 Q3 REDUCED 225,572 -5,138 -2.2% 0.60% $5.9M 2025-11-04 $26.55
2025 Q2 REDUCED 230,710 -4,191 -1.8% 0.61% $5.6M 2025-08-06 $24.85
2025 Q1 REDUCED 234,901 -4,966 -2.1% 0.59% $5.2M 2025-04-30 $21.68
2024 Q4 ADDED 239,867 +160,838 +203.5% 0.61% $5.6M 2025-02-05 $23.61
2024 Q3 ADDED 79,029 +1,910 +2.5% 0.60% $5.4M 2024-11-04 $22.11
2024 Q2 ADDED 77,119 +3,853 +5.3% 0.62% $5.0M 2024-08-07 $20.00
2024 Q1 ADDED 73,266 +4,525 +6.6% 0.57% $4.5M 2024-05-10 $20.09
2023 Q4 ADDED 68,741 +1,725 +2.6% 0.54% $3.9M 2024-02-02 $19.00
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Van Cleef Asset Management,Inc and SCHX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Van Cleef Asset Management,Inc reported owning SCHX?

Van Cleef Asset Management,Inc reported SCHX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHX position in Van Cleef Asset Management,Inc's portfolio?

The largest reported portfolio weight for SCHX was 0.72% in 2026 Q1.

What is the latest reported SCHX position on this page?

The most recent filing on this page is 2026 Q1, when Van Cleef Asset Management,Inc reported 260,719 shares, equal to 0.72% of portfolio, with an estimated market value of $6.7M.

What does the chart on this SCHX ownership page compare?

The chart compares Van Cleef Asset Management,Inc's quarterly SCHX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Van Cleef Asset Management,Inc time their SCHX position?

Based on 13F filing dates vs. subsequent SCHX price moves, Van Cleef Asset Management,Inc correctly timed 25 out of 55 reported position changes (45%). The annualised alpha on SCHX relative to SPY over the holding period was -0.1%.

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