Ken Fisher's SCHB Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 9,978 shares of Schwab U.S. Broad Market ETF (SCHB) worth $256,551, representing 0.00% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SCHB, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 13,707 shares. Largest reduction occurred in Q3 2025, reducing 13,988 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Schwab US Broad Market ETF (SCHB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Broad Market ETF (SCHB) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +4,022 | New Buy | 4,022 | $71.11 |
| Q4 2019 | -4,022 | Sold Out | 4,022 | $0.00 |
| Q2 2020 | +11,870 | New Buy | 11,870 | $73.46 |
| Q3 2020 | -11,870 | Sold Out | 11,870 | $0.00 |
| Q4 2020 | +2,801 | New Buy | 2,801 | $91.04 |
| Q1 2021 | -2,801 | Sold Out | 2,801 | $0.00 |
| Q4 2021 | +1,990 | New Buy | 1,990 | $113.07 |
| Q1 2022 | -1,990 | Sold Out | 1,990 | $0.00 |
| Q2 2023 | +7,190 | New Buy | 7,190 | $51.70 |
| Q3 2023 | -7,190 | Sold Out | 7,190 | $0.00 |
| Q4 2024 | +11,792 | New Buy | 11,792 | $22.70 |
| Q1 2025 | -1,533 | Reduce 13.00% | 10,259 | $21.53 |
| Q2 2025 | +13,707 | Add 133.61% | 23,966 | $23.83 |
| Q3 2025 | -13,988 | Reduce 58.37% | 9,978 | $25.71 |
Ken Fisher's Schwab US Broad Market ETF Investment FAQs
Ken Fisher first purchased Schwab U.S. Broad Market ETF (SCHB) in Q3 2019, acquiring 4,022 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. Broad Market ETF (SCHB) for 25 quarters since Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Schwab U.S. Broad Market ETF (SCHB) was in Q2 2025, adding 23,966 shares worth $571,129. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 9,978 shares of Schwab U.S. Broad Market ETF (SCHB), valued at approximately $256,551. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Schwab U.S. Broad Market ETF (SCHB) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in Schwab U.S. Broad Market ETF (SCHB) was 23,966 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.