Ken Fisher's SCHD Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 123,700 shares of Schwab US Dividend Equity ETF (SCHD) worth $3.38 M, representing 0.00% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SCHD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 52,616 shares. Largest reduction occurred in Q3 2020, reducing 9,055 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Schwab US Dividend Equity ETF (SCHD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Dividend Equity ETF (SCHD) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +4,722 | New Buy | 4,722 | $52.31 |
| Q2 2019 | -4,722 | Sold Out | 4,722 | $0.00 |
| Q4 2019 | +19,054 | New Buy | 19,054 | $57.94 |
| Q1 2020 | -19,054 | Sold Out | 19,054 | $0.00 |
| Q2 2020 | +20,837 | New Buy | 20,837 | $51.73 |
| Q3 2020 | -9,055 | Reduce 43.46% | 11,782 | $55.34 |
| Q4 2020 | -1,348 | Reduce 11.44% | 10,434 | $64.12 |
| Q1 2021 | +4,071 | Add 39.02% | 14,505 | $72.94 |
| Q2 2021 | -3,791 | Reduce 26.14% | 10,714 | $75.60 |
| Q3 2021 | +1,067 | Add 9.96% | 11,781 | $74.27 |
| Q4 2021 | -1,237 | Reduce 10.50% | 10,544 | $80.80 |
| Q1 2022 | +825 | Add 7.82% | 11,369 | $78.90 |
| Q2 2022 | -1,430 | Reduce 12.58% | 9,939 | $71.64 |
| Q3 2022 | +1,907 | Add 19.19% | 11,846 | $66.44 |
| Q4 2022 | +1,932 | Add 16.31% | 13,778 | $75.56 |
| Q1 2023 | +1,000 | Add 7.26% | 14,778 | $73.16 |
| Q2 2023 | -2,422 | Reduce 16.39% | 12,356 | $72.62 |
| Q3 2023 | +5,425 | Add 43.91% | 17,781 | $70.76 |
| Q4 2023 | -4,920 | Reduce 27.67% | 12,861 | $76.13 |
| Q1 2024 | +3,080 | Add 23.95% | 15,941 | $80.63 |
| Q2 2024 | +2,398 | Add 15.04% | 18,339 | $77.76 |
| Q3 2024 | -4,804 | Reduce 26.20% | 13,535 | $84.54 |
| Q4 2024 | +28,602 | Add 211.32% | 42,137 | $27.32 |
| Q1 2025 | +23,058 | Add 54.72% | 65,195 | $27.96 |
| Q2 2025 | +5,889 | Add 9.03% | 71,084 | $26.50 |
| Q3 2025 | +52,616 | Add 74.02% | 123,700 | $27.30 |
Ken Fisher's Schwab US Dividend Equity ETF Investment FAQs
Ken Fisher first purchased Schwab US Dividend Equity ETF (SCHD) in Q1 2019, acquiring 4,722 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 US Dividend Equity ETF (SCHD) for 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Schwab US Dividend Equity ETF (SCHD) was in Q3 2025, adding 123,700 shares worth $3.38 M. 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 123,700 shares of Schwab US Dividend Equity ETF (SCHD), valued at approximately $3.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Schwab US Dividend Equity ETF (SCHD) 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 US Dividend Equity ETF (SCHD) was 123,700 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.