Ken Fisher
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Ken Fisher’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ken Fisher’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$203K Buy
2024
Q3 		– Sell
2024
Q2 		$375K Buy
2024
Q1 		$232K Buy
2020
Q3 		– Sell
2020
Q2 		$226K Buy
2016
Q2 		– Sell
2016
Q1 		$429K Buy