Ken Fisher
SCHZ icon

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
Q3 		– Sell
-8,722
Closed -$203K – 1073
2025
Q2 		$203K Buy
+8,722
New +$200K ﹤0.01% 964
2024
Q3 		– Sell
-16,450
Closed -$375K – 998
2024
Q2 		$375K Buy
16,450
+6,346
+63% +$144K ﹤0.01% 836
2024
Q1 		$232K Buy
+10,104
New +$232K ﹤0.01% 912
2020
Q3 		– Sell
-8,052
Closed -$226K – 885
2020
Q2 		$226K Buy
+8,052
New +$224K ﹤0.01% 767
2016
Q2 		– Sell
-16,190
Closed -$429K – 711
2016
Q1 		$429K Buy
+16,190
New +$423K ﹤0.01% 577

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ken Fisher's SCHZ Position: Q3 2025 in Review

Ken Fisher sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 8,722 shares — an estimated $203K sold.

Ken Fisher first reported a position in SCHZ in Q1 2016 and held it in 5 quarters. The position peaked at $429K in Q1 2016. 626 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Ken Fisher reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ken Fisher sold 8,722 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $203K.
  • Ken Fisher first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and held it in 5 quarters.
  • Ken Fisher's Schwab US Aggregate Bond ETF position peaked at $429K in Q1 2016.
  • 626 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.