Ken Fisher's SCHB Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 73,863 shares of Schwab U.S. Broad Market ETF (SCHB) worth $1.85 M, representing 0.00% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SCHB, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 61,913 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +61,913 | Add 518.10% | 73,863 | $25.10 |
| Q4 2025 | +1,972 | Add 19.76% | 11,950 | $26.23 |
| Q3 2025 | -13,988 | Reduce 58.37% | 9,978 | $25.71 |
| Q2 2025 | +13,707 | Add 133.61% | 23,966 | $23.83 |
| Q1 2025 | -1,533 | Reduce 13.00% | 10,259 | $21.53 |
| Q4 2024 | +11,792 | New Buy | 11,792 | $22.70 |
| Q3 2023 | -7,190 | Sold Out | 0 | $0.00 |
| Q2 2023 | +7,190 | New Buy | 7,190 | $51.70 |
| Q1 2022 | -1,990 | Sold Out | 0 | $0.00 |
| Q4 2021 | +1,990 | New Buy | 1,990 | $113.07 |
| Q1 2021 | -2,801 | Sold Out | 0 | $0.00 |
| Q4 2020 | +2,801 | New Buy | 2,801 | $91.04 |
| Q3 2020 | -11,870 | Sold Out | 0 | $0.00 |
| Q2 2020 | +11,870 | New Buy | 11,870 | $73.46 |
| Q4 2019 | -4,022 | Sold Out | 0 | $0.00 |
| Q3 2019 | +4,022 | New Buy | 4,022 | $71.11 |
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 16 quarters since Q3 2019.
Ken Fisher's largest addition to Schwab U.S. Broad Market ETF (SCHB) was in Q1 2026, adding 73,863 shares worth $1.85 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 73,863 shares of Schwab U.S. Broad Market ETF (SCHB), valued at approximately $1.85 M.
As of the Q1 2026 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.
Ken Fisher's peak holding in Schwab U.S. Broad Market ETF (SCHB) was 73,863 shares, as reported at the end of Q1 2026.