Cliff Asness’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cliff Asness’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.3M	Sell	641,163 -626	-0.1%	-$19.9K	0.01%	1172
2026 Q1	$19.7M	Buy	641,789 +163,554	+34%	+$4.96M	0.01%	1040
2025 Q4	$13.1M	Buy	478,235 +137,904	+41%	+$3.75M	0.01%	1096
2025 Q3	$9.29M	Buy	340,331 +148,029	+77%	+$4.04M	0.01%	1131
2025 Q2	$5.1M	Sell	192,302 -5,072	-3%	-$132K	﹤0.01%	1278
2025 Q1	$5.52M	Buy	197,374 +94,954	+93%	+$2.65M	0.01%	1088
2024 Q4	$2.8M	Buy	102,420 +10,896	+12%	+$310K	﹤0.01%	1350
2024 Q3	$2.58M	Buy	91,524 +57,615	+170%	+$1.57M	﹤0.01%	1368
2024 Q2	$879K	Buy	+33,909	New	+$883K	﹤0.01%	1805

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Cliff Asness's SCHD Position: Q2 2026 in Review

Cliff Asness reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.1% in Q2 2026, selling an estimated $19.9K and leaving 641,163 shares worth $20.3M. The position accounts for 0.01% of the portfolio, ranked #1172.

Cliff Asness first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cliff Asness held 641,163 shares of Schwab US Dividend Equity ETF worth $20.3M as of Q2 2026.
Cliff Asness sold 626 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $19.9K.
Schwab US Dividend Equity ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1172 holding.
Cliff Asness first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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