Cliff Asness's SCHD Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 478,235 shares of Schwab US Dividend Equity ETF (SCHD) worth $13.12 M, representing 0.01% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Cliff Asness has maintained this position in SCHD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 148,029 shares. Largest reduction occurred in Q2 2025, reducing 5,072 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Schwab US Dividend Equity ETF (SCHD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Dividend Equity ETF (SCHD) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +137,904 | Add 40.52% | 478,235 | $27.43 |
| Q3 2025 | +148,029 | Add 76.98% | 340,331 | $27.30 |
| Q2 2025 | -5,072 | Reduce 2.57% | 192,302 | $26.50 |
| Q1 2025 | +94,954 | Add 92.71% | 197,374 | $27.96 |
| Q4 2024 | +71,912 | Add 235.72% | 102,420 | $27.32 |
| Q3 2024 | +19,205 | Add 169.91% | 30,508 | $84.53 |
| Q2 2024 | +11,303 | New Buy | 11,303 | $77.76 |
Cliff Asness's Schwab US Dividend Equity ETF Investment FAQs
Cliff Asness first purchased Schwab US Dividend Equity ETF (SCHD) in Q2 2024, acquiring 11,303 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 US Dividend Equity ETF (SCHD) for 7 quarters since Q2 2024.
Cliff Asness's largest addition to Schwab US Dividend Equity ETF (SCHD) was in Q3 2025, adding 340,331 shares worth $9.29 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 478,235 shares of Schwab US Dividend Equity ETF (SCHD), valued at approximately $13.12 M.
As of the Q4 2025 filing, Schwab US Dividend Equity ETF (SCHD) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Schwab US Dividend Equity ETF (SCHD) was 478,235 shares, as reported at the end of Q4 2025.