Cliff Asness's SCHM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 488,650 shares of Schwab U.S. Mid-Cap ETF (SCHM) worth $15.13 M, representing 0.01% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in SCHM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 162,822 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Schwab US Mid-Cap ETF (SCHM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Mid-Cap ETF (SCHM) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +142,449 | Add 41.15% | 488,650 | $30.96 |
| Q4 2025 | +21,246 | Add 6.54% | 346,201 | $30.07 |
| Q3 2025 | +16,839 | Add 5.47% | 324,955 | $29.64 |
| Q2 2025 | +9,197 | Add 3.08% | 308,116 | $28.05 |
| Q1 2025 | +55,325 | Add 22.71% | 298,919 | $26.20 |
| Q4 2024 | +162,822 | Add 201.58% | 243,594 | $27.71 |
| Q3 2024 | +733 | Add 0.92% | 80,772 | $83.09 |
| Q2 2024 | +29,028 | Add 56.91% | 80,039 | $77.83 |
| Q1 2024 | +51,011 | New Buy | 51,011 | $81.43 |
Cliff Asness's Schwab US Mid-Cap ETF Investment FAQs
Cliff Asness first purchased Schwab U.S. Mid-Cap ETF (SCHM) in Q1 2024, acquiring 51,011 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 U.S. Mid-Cap ETF (SCHM) for 9 quarters since Q1 2024.
Cliff Asness's largest addition to Schwab U.S. Mid-Cap ETF (SCHM) was in Q4 2024, adding 243,594 shares worth $6.75 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 488,650 shares of Schwab U.S. Mid-Cap ETF (SCHM), valued at approximately $15.13 M.
As of the Q1 2026 filing, Schwab U.S. Mid-Cap ETF (SCHM) 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 U.S. Mid-Cap ETF (SCHM) was 488,650 shares, as reported at the end of Q1 2026.