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Cliff Asness’s FNDX Holdings & Trades

First Buy
Q1 2025
Duration Held
4 Quarters
Largest Add
Q3 2025
+119,475 Shares
Current Position
337,134 Shares
$9.17 M Value

Cliff Asness's FNDX Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 337,134 shares of Schwab Fundamental U.S. Large Company ETF (FNDX) worth $9.17 M, representing 0.00% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.

Based on 13F filings, Cliff Asness has maintained this position in FNDX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 119,475 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Schwab Fundamental US Large Company ETF (FNDX) Holding Value Over Time

Track share changes against reported price movement

Quarterly Schwab Fundamental US Large Company ETF (FNDX) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +113,301 Add 50.62% 337,134 $27.21
Q3 2025 +119,475 Add 114.49% 223,833 $26.30
Q2 2025 +73,043 Add 233.25% 104,358 $24.54
Q1 2025 +31,315 New Buy 31,315 $23.61

Cliff Asness's Schwab Fundamental US Large Company ETF Investment FAQs

Cliff Asness first purchased Schwab Fundamental U.S. Large Company ETF (FNDX) in Q1 2025, acquiring 31,315 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Schwab Fundamental U.S. Large Company ETF (FNDX) for 4 quarters since Q1 2025.

Cliff Asness's largest addition to Schwab Fundamental U.S. Large Company ETF (FNDX) was in Q3 2025, adding 223,833 shares worth $5.89 M.

According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 337,134 shares of Schwab Fundamental U.S. Large Company ETF (FNDX), valued at approximately $9.17 M.

As of the Q4 2025 filing, Schwab Fundamental U.S. Large Company ETF (FNDX) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Schwab Fundamental U.S. Large Company ETF (FNDX) was 337,134 shares, as reported at the end of Q4 2025.