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Cliff Asness’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Cliff Asness’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.4M Buy
560,117
+62,233
+12% +$1.88M 0.01% 1249
2026
Q1 		$13.9M Buy
497,884
+160,750
+48% +$4.56M 0.01% 1192
2025
Q4 		$9.17M Buy
337,134
+113,301
+51% +$3.03M ﹤0.01% 1259
2025
Q3 		$5.89M Buy
223,833
+119,475
+114% +$3.03M ﹤0.01% 1365
2025
Q2 		$2.56M Buy
104,358
+73,043
+233% +$1.7M ﹤0.01% 1641
2025
Q1 		$739K Buy
+31,315
New +$757K ﹤0.01% 2205

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cliff Asness's FNDX Position: Q2 2026 in Review

Cliff Asness increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 12% in Q2 2026, buying an estimated $1.88M and bringing the position to 560,117 shares worth $17.4M. The position accounts for 0.01% of the portfolio, ranked #1249.

Cliff Asness first reported a position in FNDX in Q1 2025 and has held it in 6 quarters since. 834 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Cliff Asness held 560,117 shares of Schwab Fundamental US Large Company Index ETF worth $17.4M as of Q2 2026.
  • Cliff Asness bought 62,233 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $1.88M.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1249 holding.
  • Cliff Asness first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 834 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

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