Cliff Asness’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cliff Asness’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.55M	Buy	188,048 +35,971	+24%	+$1.18M	﹤0.01%	1832
2026 Q1	$4.64M	Buy	152,077 +49,271	+48%	+$1.54M	﹤0.01%	1802
2025 Q4	$3.04M	Buy	102,806 +44,638	+77%	+$1.3M	﹤0.01%	1870
2025 Q3	$1.69M	Buy	58,168 +8,605	+17%	+$244K	﹤0.01%	2087
2025 Q2	$1.37M	Buy	49,563 +14,154	+40%	+$372K	﹤0.01%	2012
2025 Q1	$941K	Buy	35,409 +22,744	+180%	+$610K	﹤0.01%	2056
2024 Q4	$330K	Buy	12,665 +1,397	+12%	+$37.7K	﹤0.01%	2456
2024 Q3	$302K	Buy	+11,268	New	+$289K	﹤0.01%	2392

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Cliff Asness's SCHV Position: Q2 2026 in Review

Cliff Asness increased its Schwab US Large-Cap Value ETF (SCHV) stake by 24% in Q2 2026, buying an estimated $1.18M and bringing the position to 188,048 shares worth $6.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Cliff Asness first reported a position in SCHV in Q3 2024 and has held it in 8 quarters since. 989 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Cliff Asness held 188,048 shares of Schwab US Large-Cap Value ETF worth $6.55M as of Q2 2026.
Cliff Asness bought 35,971 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.18M.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1832 holding.
Cliff Asness first reported a position in Schwab US Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
989 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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