Ken Fisher’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ken Fisher’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.09M	Buy	68,026 +11,796	+21%	+$358K	﹤0.01%	569
2025 Q4	$1.54M	Sell	56,230 -67,470	-55%	-$1.83M	﹤0.01%	607
2025 Q3	$3.38M	Buy	123,700 +52,616	+74%	+$1.44M	﹤0.01%	514
2025 Q2	$1.88M	Buy	71,084 +5,889	+9%	+$154K	﹤0.01%	585
2025 Q1	$1.82M	Buy	65,195 +23,058	+55%	+$643K	﹤0.01%	589
2024 Q4	$1.15M	Buy	42,137 +1,532	+4%	+$43.6K	﹤0.01%	643
2024 Q3	$1.14M	Sell	40,605 -14,412	-26%	-$393K	﹤0.01%	647
2024 Q2	$1.43M	Buy	55,017 +7,194	+15%	+$187K	﹤0.01%	631
2024 Q1	$1.29M	Buy	47,823 +9,240	+24%	+$239K	﹤0.01%	653
2023 Q4	$979K	Sell	38,583 -14,760	-28%	-$352K	﹤0.01%	696
2023 Q3	$1.26M	Buy	53,343 +16,275	+44%	+$399K	﹤0.01%	703
2023 Q2	$897K	Sell	37,068 -7,266	-16%	-$174K	﹤0.01%	798
2023 Q1	$1.08M	Buy	44,334 +3,000	+7%	+$75K	﹤0.01%	768
2022 Q4	$1.04M	Buy	41,334 +5,796	+16%	+$143K	﹤0.01%	761
2022 Q3	$787K	Buy	35,538 +5,721	+19%	+$139K	﹤0.01%	708
2022 Q2	$712K	Sell	29,817 -4,290	-13%	-$109K	﹤0.01%	666
2022 Q1	$897K	Buy	34,107 +2,475	+8%	+$64.8K	﹤0.01%	640
2021 Q4	$852K	Sell	31,632 -3,711	-10%	-$96.4K	﹤0.01%	668
2021 Q3	$875K	Buy	35,343 +3,201	+10%	+$81.4K	﹤0.01%	641
2021 Q2	$810K	Sell	32,142 -11,373	-26%	-$287K	﹤0.01%	648
2021 Q1	$1.06M	Buy	43,515 +12,213	+39%	+$278K	﹤0.01%	604
2020 Q4	$669K	Sell	31,302 -4,044	-11%	-$82K	﹤0.01%	660
2020 Q3	$652K	Sell	35,346 -27,165	-43%	-$500K	﹤0.01%	611
2020 Q2	$1.08M	Buy	+62,511	New	+$1.06M	﹤0.01%	555
2020 Q1	–	Sell	-57,162	Closed	-$1.1M	–	838
2019 Q4	$1.1M	Buy	+57,162	New	+$1.07M	﹤0.01%	575
2019 Q2	–	Sell	-14,166	Closed	-$247K	–	863
2019 Q1	$247K	Buy	+14,166	New	+$238K	﹤0.01%	730

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ken Fisher's SCHD Position: Q1 2026 in Review

Ken Fisher increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q1 2026, buying an estimated $358K and bringing the position to 68,026 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Ken Fisher first reported a position in SCHD in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.38M in Q3 2025. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Ken Fisher held 68,026 shares of Schwab US Dividend Equity ETF worth $2.09M as of Q1 2026.
Ken Fisher bought 11,796 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $358K.
Schwab US Dividend Equity ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #569 holding.
Ken Fisher first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 26 quarters since.
Ken Fisher's Schwab US Dividend Equity ETF position peaked at $3.38M in Q3 2025.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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