CA
SCHM icon

Cliff Asness’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cliff Asness’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.9M Sell
486,421
-2,229
-0.5% -$76.7K 0.01% 1236
2026
Q1 		$15.1M Buy
488,650
+142,449
+41% +$4.54M 0.01% 1146
2025
Q4 		$10.4M Buy
346,201
+21,246
+7% +$633K 0.01% 1197
2025
Q3 		$9.63M Buy
324,955
+16,839
+5% +$490K 0.01% 1115
2025
Q2 		$8.64M Buy
308,116
+9,197
+3% +$243K 0.01% 1029
2025
Q1 		$7.83M Buy
298,919
+55,325
+23% +$1.54M 0.01% 950
2024
Q4 		$6.75M Buy
243,594
+1,278
+0.5% +$36.4K 0.01% 977
2024
Q3 		$6.71M Buy
242,316
+2,199
+0.9% +$58.5K 0.01% 930
2024
Q2 		$6.23M Buy
240,117
+87,084
+57% +$2.28M 0.01% 931
2024
Q1 		$4.15M Buy
+153,033
New +$3.9M 0.01% 1061

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cliff Asness's SCHM Position: Q2 2026 in Review

Cliff Asness reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.46% in Q2 2026, selling an estimated $76.7K and leaving 486,421 shares worth $17.9M. The position accounts for 0.01% of the portfolio, ranked #1236.

Cliff Asness first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cliff Asness held 486,421 shares of Schwab US Mid-Cap ETF worth $17.9M as of Q2 2026.
  • Cliff Asness sold 2,229 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $76.7K.
  • Schwab US Mid-Cap ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1236 holding.
  • Cliff Asness first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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