Ken Fisher's SCHV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 17,701 shares of Schwab U.S. Large-Cap Value ETF (SCHV) worth $524,136, representing 0.00% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SCHV, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 17,701 shares. Largest reduction occurred in Q2 2025, reducing 12,855 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Schwab US Large-Cap Value ETF (SCHV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Large-Cap Value ETF (SCHV) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +17,701 | New Buy | 17,701 | $29.61 |
| Q2 2025 | -12,855 | Sold Out | 0 | $0.00 |
| Q1 2025 | +12,855 | New Buy | 12,855 | $26.58 |
| Q4 2021 | -3,497 | Sold Out | 0 | $0.00 |
| Q3 2021 | +3,497 | New Buy | 3,497 | $67.49 |
| Q3 2020 | -4,880 | Sold Out | 0 | $0.00 |
| Q2 2020 | -1,008 | Reduce 17.12% | 4,880 | $50.20 |
| Q1 2020 | +5,888 | New Buy | 5,888 | $44.33 |
| Q2 2019 | -4,956 | Sold Out | 0 | $0.00 |
| Q1 2019 | +4,956 | New Buy | 4,956 | $54.68 |
Ken Fisher's Schwab US Large-Cap Value ETF Investment FAQs
Ken Fisher first purchased Schwab U.S. Large-Cap Value ETF (SCHV) in Q1 2019, acquiring 4,956 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 Value ETF (SCHV) for 10 quarters since Q1 2019.
Ken Fisher's largest addition to Schwab U.S. Large-Cap Value ETF (SCHV) was in Q4 2025, adding 17,701 shares worth $524,136.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 17,701 shares of Schwab U.S. Large-Cap Value ETF (SCHV), valued at approximately $524,136.
As of the Q4 2025 filing, Schwab U.S. Large-Cap Value ETF (SCHV) 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 Value ETF (SCHV) was 17,701 shares, as reported at the end of Q4 2025.