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
2026
Q2 		$252K Buy
+10,888
New +$252K ﹤0.01% 971
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 $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Ken Fisher's SCHZ Position: Q2 2026 in Review

Ken Fisher opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 10,888 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Ken Fisher previously reported a position in SCHZ as recently as Q2 2025.

Ken Fisher first reported a position in SCHZ in Q1 2016 and has held it in 6 quarters since. The position peaked at $429K in Q1 2016. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Ken Fisher held 10,888 shares of Schwab US Aggregate Bond ETF worth $252K as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Ken Fisher position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Ken Fisher's portfolio in Q2 2026, its #971 holding.
  • Ken Fisher first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and has held it in 6 quarters since.
  • Ken Fisher's Schwab US Aggregate Bond ETF position peaked at $429K in Q1 2016.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.