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

Cliff Asness’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$133M Buy
4,515,858
+528,192
+13% +$15.1M 0.05% 525
2026
Q1 		$102M Buy
3,987,666
+1,214,137
+44% +$32.6M 0.05% 507
2025
Q4 		$74.6M Buy
2,773,529
+609,734
+28% +$16.3M 0.04% 549
2025
Q3 		$57M Buy
2,163,795
+1,216,027
+128% +$30.9M 0.04% 569
2025
Q2 		$23.2M Buy
947,768
+128,914
+16% +$2.91M 0.02% 751
2025
Q1 		$18.1M Buy
818,854
+88,046
+12% +$2.05M 0.02% 729
2024
Q4 		$16.9M Buy
730,808
+156,662
+27% +$3.65M 0.02% 696
2024
Q3 		$13M Buy
574,146
+51,996
+10% +$1.13M 0.02% 740
2024
Q2 		$11.2M Buy
522,150
+51,366
+11% +$1.06M 0.02% 729
2024
Q1 		$9.74M Buy
+470,784
New +$9.27M 0.02% 724

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Cliff Asness's SCHX Position: Q2 2026 in Review

Cliff Asness increased its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q2 2026, buying an estimated $15.1M and bringing the position to 4,515,858 shares worth $133M. The position accounts for 0.05% of the portfolio, ranked #525.

Cliff Asness first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,595 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cliff Asness held 4,515,858 shares of Schwab US Large- Cap ETF worth $133M as of Q2 2026.
  • Cliff Asness bought 528,192 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $15.1M.
  • Schwab US Large- Cap ETF made up 0.05% of Cliff Asness's portfolio in Q2 2026, its #525 holding.
  • Cliff Asness first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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