Ken Fisher's SCHG Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 29,522 shares of Schwab U.S. Large-Cap Growth ETF (SCHG) worth $963,035, representing 0.00% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SCHG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 23,326 shares. Largest reduction occurred in Q3 2025, reducing 18,304 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Schwab US Large-Cap Growth ETF (SCHG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Large-Cap Growth ETF (SCHG) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +3,333 | Add 12.73% | 29,522 | $32.62 |
| Q3 2025 | -18,304 | Reduce 41.14% | 26,189 | $31.91 |
| Q2 2025 | +8,223 | Add 22.67% | 44,493 | $29.21 |
| Q1 2025 | +5,913 | Add 19.48% | 36,270 | $25.04 |
| Q4 2024 | +23,326 | Add 331.76% | 30,357 | $27.87 |
| Q3 2024 | -3,770 | Reduce 34.90% | 7,031 | $104.19 |
| Q2 2024 | +4,785 | Add 79.54% | 10,801 | $100.84 |
| Q1 2024 | +666 | Add 12.45% | 6,016 | $92.72 |
| Q4 2023 | -897 | Reduce 14.36% | 5,350 | $82.96 |
| Q3 2023 | -3,730 | Reduce 37.39% | 6,247 | $72.72 |
| Q2 2023 | +4,491 | Add 81.86% | 9,977 | $74.95 |
| Q1 2023 | +5,486 | New Buy | 5,486 | $65.17 |
| Q4 2022 | -3,710 | Sold Out | 0 | $0.00 |
| Q3 2022 | +3,710 | New Buy | 3,710 | $55.80 |
| Q4 2021 | -1,483 | Sold Out | 0 | $0.00 |
| Q3 2021 | -984 | Reduce 39.89% | 1,483 | $148.35 |
| Q2 2021 | +2,467 | New Buy | 2,467 | $145.93 |
| Q1 2021 | -1,571 | Sold Out | 0 | $0.00 |
| Q4 2020 | +1,571 | New Buy | 1,571 | $128.58 |
| Q3 2020 | -2,871 | Sold Out | 0 | $0.00 |
| Q2 2020 | -106 | Reduce 3.56% | 2,871 | $101.71 |
| Q1 2020 | +2,977 | New Buy | 2,977 | $79.61 |
| Q2 2019 | -4,052 | Sold Out | 0 | $0.00 |
| Q1 2019 | +4,052 | New Buy | 4,052 | $79.47 |
Ken Fisher's Schwab US Large-Cap Growth ETF Investment FAQs
Ken Fisher first purchased Schwab U.S. Large-Cap Growth ETF (SCHG) in Q1 2019, acquiring 4,052 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. Large-Cap Growth ETF (SCHG) for 24 quarters since Q1 2019.
Ken Fisher's largest addition to Schwab U.S. Large-Cap Growth ETF (SCHG) was in Q4 2024, adding 30,357 shares worth $846,062.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 29,522 shares of Schwab U.S. Large-Cap Growth ETF (SCHG), valued at approximately $963,035.
As of the Q4 2025 filing, Schwab U.S. Large-Cap Growth ETF (SCHG) 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. Large-Cap Growth ETF (SCHG) was 44,493 shares, as reported at the end of Q2 2025.