Ken Fisher's SCHX Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 42,046 shares of Schwab U.S. Large-Cap ETF (SCHX) worth $1.11 M, representing 0.00% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SCHX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 36,271 shares. Largest reduction occurred in Q2 2025, reducing 13,724 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Schwab US Large-Cap ETF (SCHX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Large-Cap ETF (SCHX) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +4,330 | New Buy | 4,330 | $49.42 |
| Q3 2015 | -4,330 | Sold Out | 0 | $0.00 |
| Q3 2016 | +4,096 | New Buy | 4,096 | $51.51 |
| Q4 2016 | -4,096 | Sold Out | 0 | $0.00 |
| Q1 2019 | +6,112 | New Buy | 6,112 | $67.57 |
| Q2 2019 | -6,112 | Sold Out | 0 | $0.00 |
| Q4 2019 | +3,324 | New Buy | 3,324 | $76.71 |
| Q1 2020 | -3,324 | Sold Out | 0 | $0.00 |
| Q4 2020 | +10,869 | New Buy | 10,869 | $90.99 |
| Q1 2021 | -8,666 | Reduce 79.73% | 2,203 | $96.23 |
| Q2 2021 | -2,203 | Sold Out | 0 | $0.00 |
| Q3 2021 | +2,566 | New Buy | 2,566 | $104.05 |
| Q4 2021 | +2,126 | Add 82.85% | 4,692 | $113.81 |
| Q1 2022 | +1,648 | Add 35.12% | 6,340 | $53.79 |
| Q2 2022 | -6,340 | Sold Out | 6,340 | $53.79 |
| Q3 2022 | +5,337 | New Buy | 5,337 | $42.35 |
| Q4 2022 | -178 | Reduce 3.34% | 5,159 | $45.16 |
| Q1 2023 | -277 | Reduce 5.37% | 4,882 | $48.37 |
| Q2 2023 | +3,959 | Add 81.09% | 8,841 | $52.37 |
| Q3 2023 | +6,225 | Add 70.41% | 15,066 | $50.60 |
| Q4 2023 | +361 | Add 2.40% | 15,427 | $56.40 |
| Q1 2024 | -5,568 | Reduce 36.09% | 9,859 | $62.06 |
| Q2 2024 | +6,186 | Add 62.74% | 16,045 | $64.25 |
| Q3 2024 | -12,317 | Reduce 76.77% | 3,728 | $67.85 |
| Q4 2024 | -3,728 | Sold Out | 3,728 | $67.85 |
| Q1 2025 | +39,999 | New Buy | 39,999 | $22.08 |
| Q2 2025 | -13,724 | Reduce 34.31% | 26,275 | $24.44 |
| Q3 2025 | +15,771 | Add 60.02% | 42,046 | $26.34 |
Ken Fisher's Schwab US Large-Cap ETF Investment FAQs
Ken Fisher first purchased Schwab U.S. Large-Cap ETF (SCHX) in Q2 2015, acquiring 4,330 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 ETF (SCHX) for 28 quarters since Q2 2015.
Ken Fisher's largest addition to Schwab U.S. Large-Cap ETF (SCHX) was in Q1 2025, adding 39,999 shares worth $883,188.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 42,046 shares of Schwab U.S. Large-Cap ETF (SCHX), valued at approximately $1.11 M.
As of the Q3 2025 filing, Schwab U.S. Large-Cap ETF (SCHX) 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 ETF (SCHX) was 42,046 shares, as reported at the end of Q3 2025.