Ken Fisher
SCHM icon

Ken Fisher’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ken Fisher’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,911
Closed -$496K – 1058
2024
Q4 		$496K Buy
+17,911
New +$510K ﹤0.01% 777
2024
Q2 		– Sell
-11,010
Closed -$299K – 1046
2024
Q1 		$299K Buy
+11,010
New +$281K ﹤0.01% 864
2022
Q1 		– Sell
-9,450
Closed -$253K – 1001
2021
Q4 		$253K Buy
+9,450
New +$252K ﹤0.01% 876

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Ken Fisher's SCHM Position: Q1 2025 in Review

Ken Fisher sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 17,911 shares — an estimated $496K sold.

Ken Fisher first reported a position in SCHM in Q4 2021 and held it in 3 quarters. The position peaked at $496K in Q4 2024. 912 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Ken Fisher reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Ken Fisher sold 17,911 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $496K.
  • Ken Fisher first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 3 quarters.
  • Ken Fisher's Schwab US Mid-Cap ETF position peaked at $496K in Q4 2024.
  • 912 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

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