Ken Fisher's SCHA Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 13,535 shares of Schwab U.S. Small-Cap ETF (SCHA) worth $385,478, representing 0.00% of the portfolio. First purchased in 2018-Q2, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SCHA, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 10,627 shares. Largest reduction occurred in Q2 2022, reducing 11,515 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Schwab US Small-Cap ETF (SCHA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Small-Cap ETF (SCHA) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,036 | Add 8.29% | 13,535 | $28.48 |
| Q3 2025 | +1,896 | Add 17.88% | 12,499 | $27.90 |
| Q2 2025 | -3,993 | Reduce 27.36% | 10,603 | $25.30 |
| Q1 2025 | -2,612 | Reduce 15.18% | 14,596 | $23.43 |
| Q4 2024 | +10,627 | Add 161.48% | 17,208 | $25.86 |
| Q3 2024 | -2,996 | Reduce 31.28% | 6,581 | $51.50 |
| Q2 2024 | +3,510 | Add 57.85% | 9,577 | $47.45 |
| Q1 2024 | -11 | Reduce 0.18% | 6,067 | $49.24 |
| Q4 2023 | -9,925 | Reduce 62.02% | 6,078 | $47.24 |
| Q3 2023 | +8,117 | Add 102.93% | 16,003 | $41.42 |
| Q2 2023 | +7,886 | New Buy | 7,886 | $43.80 |
| Q2 2022 | -11,515 | Sold Out | 0 | $0.00 |
| Q1 2022 | +7,813 | Add 211.05% | 11,515 | $47.33 |
| Q4 2021 | +3,702 | New Buy | 3,702 | $102.38 |
| Q1 2021 | -2,352 | Sold Out | 0 | $0.00 |
| Q4 2020 | +2,352 | New Buy | 2,352 | $88.86 |
| Q3 2020 | -5,120 | Sold Out | 0 | $0.00 |
| Q2 2020 | +5,120 | New Buy | 5,120 | $65.43 |
| Q3 2018 | -2,994 | Sold Out | 0 | $0.00 |
| Q2 2018 | +2,994 | New Buy | 2,994 | $73.48 |
Ken Fisher's Schwab US Small-Cap ETF Investment FAQs
Ken Fisher first purchased Schwab U.S. Small-Cap ETF (SCHA) in Q2 2018, acquiring 2,994 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Schwab U.S. Small-Cap ETF (SCHA) for 20 quarters since Q2 2018.
Ken Fisher's largest addition to Schwab U.S. Small-Cap ETF (SCHA) was in Q4 2024, adding 17,208 shares worth $445,003.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 13,535 shares of Schwab U.S. Small-Cap ETF (SCHA), valued at approximately $385,478.
As of the Q4 2025 filing, Schwab U.S. Small-Cap ETF (SCHA) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Schwab U.S. Small-Cap ETF (SCHA) was 17,208 shares, as reported at the end of Q4 2024.