Ken Fisher’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ken Fisher’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$340K	Sell	11,163 -6,538	-37%	-$204K	﹤0.01%	882
2025 Q4	$524K	Buy	+17,701	New	+$517K	﹤0.01%	775
2025 Q2	–	Sell	-12,855	Closed	-$342K	–	1068
2025 Q1	$342K	Buy	+12,855	New	+$345K	﹤0.01%	871
2021 Q4	–	Sell	-10,491	Closed	-$236K	–	992
2021 Q3	$236K	Buy	+10,491	New	+$243K	﹤0.01%	845
2020 Q3	–	Sell	-14,640	Closed	-$245K	–	884
2020 Q2	$245K	Sell	14,640 -3,024	-17%	-$49.4K	﹤0.01%	753
2020 Q1	$261K	Buy	+17,664	New	+$324K	﹤0.01%	693
2019 Q2	–	Sell	-14,868	Closed	-$271K	–	867
2019 Q1	$271K	Buy	+14,868	New	+$264K	﹤0.01%	724

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ken Fisher's SCHV Position: Q1 2026 in Review

Ken Fisher reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 37% in Q1 2026, selling an estimated $204K and leaving 11,163 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Ken Fisher first reported a position in SCHV in Q1 2019 and has held it in 7 quarters since. The position peaked at $524K in Q4 2025. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Ken Fisher held 11,163 shares of Schwab US Large-Cap Value ETF worth $340K as of Q1 2026.
Ken Fisher sold 6,538 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $204K.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #882 holding.
Ken Fisher first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and has held it in 7 quarters since.
Ken Fisher's Schwab US Large-Cap Value ETF position peaked at $524K in Q4 2025.
964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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