Fisher Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fisher Asset Management’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	$508K	Buy	17,270 +9,055	+110%	+$259K	﹤0.01%	809
2026 Q1	$211K	Sell	8,215 -10,259	-56%	-$275K	﹤0.01%	980
2025 Q4	$497K	Sell	18,474 -23,572	-56%	-$630K	﹤0.01%	782
2025 Q3	$1.11M	Buy	42,046 +15,771	+60%	+$400K	﹤0.01%	673
2025 Q2	$642K	Sell	26,275 -13,724	-34%	-$310K	﹤0.01%	750
2025 Q1	$883K	Buy	+39,999	New	+$931K	﹤0.01%	702
2024 Q4	–	Sell	-11,184	Closed	-$253K	–	1008
2024 Q3	$253K	Sell	11,184 -36,951	-77%	-$805K	﹤0.01%	860
2024 Q2	$1.03M	Buy	48,135 +18,558	+63%	+$383K	﹤0.01%	675
2024 Q1	$612K	Sell	29,577 -16,704	-36%	-$329K	﹤0.01%	748
2023 Q4	$870K	Buy	46,281 +1,083	+2%	+$19K	﹤0.01%	709
2023 Q3	$762K	Buy	45,198 +18,675	+70%	+$328K	﹤0.01%	792
2023 Q2	$463K	Buy	26,523 +11,877	+81%	+$196K	﹤0.01%	876
2023 Q1	$236K	Sell	14,646 -831	-5%	-$13.1K	﹤0.01%	954
2022 Q4	$233K	Sell	15,477 -534	-3%	-$8.08K	﹤0.01%	956
2022 Q3	$226K	Buy	+16,011	New	+$251K	﹤0.01%	867
2022 Q2	–	Sell	-19,020	Closed	-$341K	–	980
2022 Q1	$341K	Sell	19,020 -9,132	-32%	-$162K	﹤0.01%	798
2021 Q4	$534K	Buy	28,152 +12,756	+83%	+$236K	﹤0.01%	751
2021 Q3	$267K	Buy	+15,396	New	+$275K	﹤0.01%	825
2021 Q2	–	Sell	-13,218	Closed	-$212K	–	962
2021 Q1	$212K	Sell	13,218 -51,996	-80%	-$815K	﹤0.01%	852
2020 Q4	$989K	Buy	+65,214	New	+$933K	﹤0.01%	597
2020 Q1	–	Sell	-19,944	Closed	-$255K	–	839
2019 Q4	$255K	Buy	+19,944	New	+$244K	﹤0.01%	751
2019 Q2	–	Sell	-36,672	Closed	-$413K	–	868
2019 Q1	$413K	Buy	+36,672	New	+$397K	﹤0.01%	667
2016 Q4	–	Sell	-24,576	Closed	-$211K	–	752
2016 Q3	$211K	Buy	+24,576	New	+$211K	﹤0.01%	678
2015 Q3	–	Sell	-25,980	Closed	-$214K	–	691
2015 Q2	$214K	Buy	+25,980	New	+$218K	﹤0.01%	549

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Fisher Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 110% in Q2 2026, buying an estimated $259K and bringing the position to 17,270 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Fisher Asset Management first reported a position in SCHX in Q2 2015 and has held it in 24 quarters since. The position peaked at $1.11M in Q3 2025. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Fisher Asset Management held 17,270 shares of Schwab US Large- Cap ETF worth $508K as of Q2 2026.
Fisher Asset Management bought 9,055 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $259K.
Schwab US Large- Cap ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #809 holding.
Fisher Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 24 quarters since.
Fisher Asset Management's Schwab US Large- Cap ETF position peaked at $1.11M in Q3 2025.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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