Ken Fisher
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Ken Fisher’s Schwab US REIT ETF SCHH Stock Holding History

Ken Fisher’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,014
Closed -$295K – 1056
2024
Q4 		$295K Buy
14,014
+5,340
+62% +$119K ﹤0.01% 875
2024
Q3 		$201K Sell
8,674
-2,399
-22% -$52.5K ﹤0.01% 903
2024
Q2 		$221K Sell
11,073
-571
-5% -$11.1K ﹤0.01% 940
2024
Q1 		$236K Buy
+11,644
New +$233K ﹤0.01% 909
2023
Q4 		– Sell
-15,852
Closed -$281K – 1100
2023
Q3 		$281K Buy
+15,852
New +$305K ﹤0.01% 949
2021
Q1 		– Sell
-25,746
Closed -$489K – 962
2020
Q4 		$489K Buy
+25,746
New +$476K ﹤0.01% 712

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ken Fisher's SCHH Position: Q1 2025 in Review

Ken Fisher sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 14,014 shares — an estimated $295K sold.

Ken Fisher first reported a position in SCHH in Q4 2020 and held it in 6 quarters. The position peaked at $489K in Q4 2020. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Ken Fisher reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Ken Fisher sold 14,014 Schwab US REIT ETF shares in Q1 2025, an estimated $295K.
  • Ken Fisher first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 6 quarters.
  • Ken Fisher's Schwab US REIT ETF position peaked at $489K in Q4 2020.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.