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Cliff Asness’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Cliff Asness’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
45,158
-3,669
-8% -$108K ﹤0.01% 2834
2026
Q1 		$1.33M Sell
48,827
-6,517
-12% -$180K ﹤0.01% 2623
2025
Q4 		$1.47M Buy
55,344
+38,959
+238% +$1.02M ﹤0.01% 2331
2025
Q3 		$422K Buy
+16,385
New +$407K ﹤0.01% 2896

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cliff Asness's FNDB Position: Q2 2026 in Review

Cliff Asness reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 7.5% in Q2 2026, selling an estimated $108K and leaving 45,158 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Cliff Asness first reported a position in FNDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.47M in Q4 2025. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Cliff Asness held 45,158 shares of Schwab Fundamental US Broad Market Index ETF worth $1.38M as of Q2 2026.
  • Cliff Asness sold 3,669 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $108K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2834 holding.
  • Cliff Asness first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Cliff Asness's Schwab Fundamental US Broad Market Index ETF position peaked at $1.47M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.