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Cliff Asness’s Schwab US Broad Market ETF SCHB Stock Holding History

Cliff Asness’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.9M Buy
1,445,601
+370,778
+34% +$10.4M 0.01% 875
2026
Q1 		$27M Sell
1,074,823
-56,448
-5% -$1.48M 0.01% 910
2025
Q4 		$29.7M Buy
1,131,271
+375,683
+50% +$9.78M 0.02% 821
2025
Q3 		$19.4M Buy
755,588
+246,160
+48% +$6.09M 0.01% 858
2025
Q2 		$12.1M Buy
509,428
+229,786
+82% +$5.06M 0.01% 910
2025
Q1 		$6.02M Buy
279,642
+6,726
+2% +$153K 0.01% 1052
2024
Q4 		$6.2M Buy
272,916
+11,889
+5% +$272K 0.01% 1010
2024
Q3 		$5.79M Buy
261,027
+3,900
+2% +$83.3K 0.01% 982
2024
Q2 		$5.39M Buy
257,127
+3,078
+1% +$62.4K 0.01% 988
2024
Q1 		$5.17M Buy
254,049
+220,068
+648% +$4.26M 0.01% 970
2023
Q4 		$631K Buy
+33,981
New +$587K ﹤0.01% 1788

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Cliff Asness's SCHB Position: Q2 2026 in Review

Cliff Asness increased its Schwab US Broad Market ETF (SCHB) stake by 34% in Q2 2026, buying an estimated $10.4M and bringing the position to 1,445,601 shares worth $41.9M. The position accounts for 0.01% of the portfolio, ranked #875.

Cliff Asness first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Cliff Asness held 1,445,601 shares of Schwab US Broad Market ETF worth $41.9M as of Q2 2026.
  • Cliff Asness bought 370,778 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.4M.
  • Schwab US Broad Market ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #875 holding.
  • Cliff Asness first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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