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

Ken Fisher’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
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

Ken Fisher's SCHB Position: Q1 2026 in Review

Ken Fisher increased its Schwab US Broad Market ETF (SCHB) stake by 518% in Q1 2026, buying an estimated $1.62M and bringing the position to 73,863 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Ken Fisher first reported a position in SCHB in Q3 2019 and has held it in 11 quarters since. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Ken Fisher held 73,863 shares of Schwab US Broad Market ETF worth $1.85M as of Q1 2026.
  • Ken Fisher bought 61,913 Schwab US Broad Market ETF shares in Q1 2026, an estimated $1.62M.
  • Schwab US Broad Market ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #583 holding.
  • Ken Fisher first reported a position in Schwab US Broad Market ETF in Q3 2019 and has held it in 11 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

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