Fisher Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Fisher Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$885K	Sell	30,562 -43,301	-59%	-$1.21M	﹤0.01%	719
2026 Q1	$1.85M	Buy	73,863 +61,913	+518%	+$1.62M	﹤0.01%	583
2025 Q4	$313K	Buy	11,950 +1,972	+20%	+$51.3K	﹤0.01%	884
2025 Q3	$257K	Sell	9,978 -13,988	-58%	-$346K	﹤0.01%	922
2025 Q2	$571K	Buy	23,966 +13,707	+134%	+$302K	﹤0.01%	774
2025 Q1	$221K	Sell	10,259 -1,533	-13%	-$34.9K	﹤0.01%	955
2024 Q4	$268K	Buy	+11,792	New	+$269K	﹤0.01%	892
2023 Q3	–	Sell	-21,570	Closed	-$372K	–	1242
2023 Q2	$372K	Buy	+21,570	New	+$352K	﹤0.01%	911
2022 Q1	–	Sell	-11,940	Closed	-$225K	–	1000
2021 Q4	$225K	Buy	+11,940	New	+$220K	﹤0.01%	903
2021 Q1	–	Sell	-16,806	Closed	-$255K	–	960
2020 Q4	$255K	Buy	+16,806	New	+$239K	﹤0.01%	828
2020 Q3	–	Sell	-71,220	Closed	-$872K	–	880
2020 Q2	$872K	Buy	+71,220	New	+$821K	﹤0.01%	583
2019 Q4	–	Sell	-24,132	Closed	-$286K	–	850
2019 Q3	$286K	Buy	+24,132	New	+$285K	﹤0.01%	746

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Fisher Asset Management's SCHB Position: Q2 2026 in Review

Fisher Asset Management reduced its Schwab US Broad Market ETF (SCHB) stake by 59% in Q2 2026, selling an estimated $1.21M and leaving 30,562 shares worth $885K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Fisher Asset Management first reported a position in SCHB in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.85M in Q1 2026. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Fisher Asset Management held 30,562 shares of Schwab US Broad Market ETF worth $885K as of Q2 2026.
Fisher Asset Management sold 43,301 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.21M.
Schwab US Broad Market ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #719 holding.
Fisher Asset Management first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 12 quarters since.
Fisher Asset Management's Schwab US Broad Market ETF position peaked at $1.85M in Q1 2026.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.