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

Ken Fisher’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$211K Sell
8,215
-10,259
-56% -$275K ﹤0.01% 980
2025
Q4 		$497K Sell
18,474
-23,572
-56% -$630K ﹤0.01% 782
2025
Q3 		$1.11M Buy
42,046
+15,771
+60% +$400K ﹤0.01% 673
2025
Q2 		$642K Sell
26,275
-13,724
-34% -$310K ﹤0.01% 750
2025
Q1 		$883K Buy
+39,999
New +$931K ﹤0.01% 702
2024
Q4 		– Sell
-11,184
Closed -$253K – 1008
2024
Q3 		$253K Sell
11,184
-36,951
-77% -$805K ﹤0.01% 860
2024
Q2 		$1.03M Buy
48,135
+18,558
+63% +$383K ﹤0.01% 675
2024
Q1 		$612K Sell
29,577
-16,704
-36% -$329K ﹤0.01% 748
2023
Q4 		$870K Buy
46,281
+1,083
+2% +$19K ﹤0.01% 709
2023
Q3 		$762K Buy
45,198
+18,675
+70% +$328K ﹤0.01% 792
2023
Q2 		$463K Buy
26,523
+11,877
+81% +$196K ﹤0.01% 876
2023
Q1 		$236K Sell
14,646
-831
-5% -$13.1K ﹤0.01% 954
2022
Q4 		$233K Sell
15,477
-534
-3% -$8.08K ﹤0.01% 956
2022
Q3 		$226K Buy
+16,011
New +$251K ﹤0.01% 867
2022
Q2 		– Sell
-19,020
Closed -$341K – 980
2022
Q1 		$341K Sell
19,020
-9,132
-32% -$162K ﹤0.01% 798
2021
Q4 		$534K Buy
28,152
+12,756
+83% +$236K ﹤0.01% 751
2021
Q3 		$267K Buy
+15,396
New +$275K ﹤0.01% 825
2021
Q2 		– Sell
-13,218
Closed -$212K – 962
2021
Q1 		$212K Sell
13,218
-51,996
-80% -$815K ﹤0.01% 852
2020
Q4 		$989K Buy
+65,214
New +$933K ﹤0.01% 597
2020
Q1 		– Sell
-19,944
Closed -$255K – 839
2019
Q4 		$255K Buy
+19,944
New +$244K ﹤0.01% 751
2019
Q2 		– Sell
-36,672
Closed -$413K – 868
2019
Q1 		$413K Buy
+36,672
New +$397K ﹤0.01% 667
2016
Q4 		– Sell
-24,576
Closed -$211K – 752
2016
Q3 		$211K Buy
+24,576
New +$211K ﹤0.01% 678
2015
Q3 		– Sell
-25,980
Closed -$214K – 691
2015
Q2 		$214K Buy
+25,980
New +$218K ﹤0.01% 549

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ken Fisher's SCHX Position: Q1 2026 in Review

Ken Fisher reduced its Schwab US Large- Cap ETF (SCHX) stake by 56% in Q1 2026, selling an estimated $275K and leaving 8,215 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Ken Fisher first reported a position in SCHX in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.11M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Ken Fisher held 8,215 shares of Schwab US Large- Cap ETF worth $211K as of Q1 2026.
  • Ken Fisher sold 10,259 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $275K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #980 holding.
  • Ken Fisher first reported a position in Schwab US Large- Cap ETF in Q2 2015 and has held it in 23 quarters since.
  • Ken Fisher's Schwab US Large- Cap ETF position peaked at $1.11M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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