Ken Fisher
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Ken Fisher’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Ken Fisher’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,595
Closed -$283K – 1065
2025
Q1 		$283K Buy
+12,595
New +$280K ﹤0.01% 908
2024
Q2 		– Sell
-12,290
Closed -$273K – 1044
2024
Q1 		$273K Buy
+12,290
New +$273K ﹤0.01% 879
2023
Q4 		– Sell
-9,956
Closed -$210K – 1101
2023
Q3 		$210K Sell
9,956
-6,250
-39% -$135K ﹤0.01% 1010
2023
Q2 		$357K Buy
+16,206
New +$359K ﹤0.01% 920

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Ken Fisher's SCHI Position: Q2 2025 in Review

Ken Fisher sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2025, closing a stake of 12,595 shares — an estimated $283K sold.

Ken Fisher first reported a position in SCHI in Q2 2023 and held it in 4 quarters. The position peaked at $357K in Q2 2023. 226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

  • Ken Fisher reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ken Fisher sold 12,595 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2025, an estimated $283K.
  • Ken Fisher first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2023 and held it in 4 quarters.
  • Ken Fisher's Schwab 5-10 Year Corporate Bond ETF position peaked at $357K in Q2 2023.
  • 226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.