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Cliff Asness’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cliff Asness’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8M Buy
465,595
+112,894
+32% +$3.73M 0.01% 1264
2026
Q1 		$10.3M Buy
352,701
+197,742
+128% +$5.93M ﹤0.01% 1331
2025
Q4 		$4.41M Buy
154,959
+12,573
+9% +$355K ﹤0.01% 1643
2025
Q3 		$3.97M Buy
142,386
+16,838
+13% +$450K ﹤0.01% 1586
2025
Q2 		$3.18M Buy
125,548
+15,750
+14% +$372K ﹤0.01% 1517
2025
Q1 		$2.57M Buy
109,798
+7,840
+8% +$200K ﹤0.01% 1473
2024
Q4 		$2.64M Buy
101,958
+3,366
+3% +$89.6K ﹤0.01% 1383
2024
Q3 		$2.54M Buy
98,592
+2,682
+3% +$66.6K ﹤0.01% 1379
2024
Q2 		$2.28M Buy
+95,910
New +$2.27M ﹤0.01% 1406

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cliff Asness's SCHA Position: Q2 2026 in Review

Cliff Asness increased its Schwab U.S Small- Cap ETF (SCHA) stake by 32% in Q2 2026, buying an estimated $3.73M and bringing the position to 465,595 shares worth $16.8M. The position accounts for 0.01% of the portfolio, ranked #1264.

Cliff Asness first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cliff Asness held 465,595 shares of Schwab U.S Small- Cap ETF worth $16.8M as of Q2 2026.
  • Cliff Asness bought 112,894 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.73M.
  • Schwab U.S Small- Cap ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1264 holding.
  • Cliff Asness first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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