Ken Fisher
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Ken Fisher’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ken Fisher’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2M Buy
41,205
+27,670
+204% +$829K ﹤0.01% 663
2025
Q4 		$385K Buy
13,535
+1,036
+8% +$29.3K ﹤0.01% 830
2025
Q3 		$349K Buy
12,499
+1,896
+18% +$50.7K ﹤0.01% 849
2025
Q2 		$268K Sell
10,603
-3,993
-27% -$94.4K ﹤0.01% 908
2025
Q1 		$342K Sell
14,596
-2,612
-15% -$66.6K ﹤0.01% 870
2024
Q4 		$445K Buy
17,208
+4,046
+31% +$108K ﹤0.01% 792
2024
Q3 		$339K Sell
13,162
-5,992
-31% -$149K ﹤0.01% 818
2024
Q2 		$454K Buy
19,154
+7,020
+58% +$166K ﹤0.01% 803
2024
Q1 		$299K Sell
12,134
-22
-0.2% -$515 ﹤0.01% 865
2023
Q4 		$287K Sell
12,156
-19,850
-62% -$418K ﹤0.01% 872
2023
Q3 		$663K Buy
32,006
+16,234
+103% +$356K ﹤0.01% 810
2023
Q2 		$345K Buy
+15,772
New +$329K ﹤0.01% 927
2022
Q2 		– Sell
-23,030
Closed -$545K – 976
2022
Q1 		$545K Buy
23,030
+8,222
+56% +$194K ﹤0.01% 718
2021
Q4 		$379K Buy
+14,808
New +$383K ﹤0.01% 809
2021
Q1 		– Sell
-9,408
Closed -$209K – 959
2020
Q4 		$209K Buy
+9,408
New +$187K ﹤0.01% 863
2020
Q3 		– Sell
-20,480
Closed -$335K – 879
2020
Q2 		$335K Buy
+20,480
New +$307K ﹤0.01% 708
2018
Q3 		– Sell
-11,976
Closed -$220K – 840
2018
Q2 		$220K Buy
+11,976
New +$217K ﹤0.01% 758

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ken Fisher's SCHA Position: Q1 2026 in Review

Ken Fisher increased its Schwab U.S Small- Cap ETF (SCHA) stake by 204% in Q1 2026, buying an estimated $829K and bringing the position to 41,205 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Ken Fisher first reported a position in SCHA in Q2 2018 and has held it in 17 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Ken Fisher held 41,205 shares of Schwab U.S Small- Cap ETF worth $1.2M as of Q1 2026.
  • Ken Fisher bought 27,670 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $829K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #663 holding.
  • Ken Fisher first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 17 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.