Ken Fisher's SCHZ Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 10,888 shares of Schwab US Aggregate Bond ETF (SCHZ) worth $251,842, representing 0.00% of the portfolio. First purchased in 2016-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SCHZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 10,888 shares. Largest reduction occurred in Q3 2025, reducing 8,722 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Schwab US Aggregate Bond ETF (SCHZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Aggregate Bond ETF (SCHZ) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +10,888 | New Buy | 10,888 | $23.13 |
| Q3 2025 | -8,722 | Sold Out | 0 | $0.00 |
| Q2 2025 | +8,722 | New Buy | 8,722 | $23.24 |
| Q3 2024 | -8,225 | Sold Out | 0 | $0.00 |
| Q2 2024 | +3,173 | Add 62.81% | 8,225 | $45.58 |
| Q1 2024 | +5,052 | New Buy | 5,052 | $46.00 |
| Q3 2020 | -4,026 | Sold Out | 0 | $0.00 |
| Q2 2020 | +4,026 | New Buy | 4,026 | $56.14 |
| Q2 2016 | -8,095 | Sold Out | 0 | $0.00 |
| Q1 2016 | +8,095 | New Buy | 8,095 | $53.00 |
Ken Fisher's Schwab US Aggregate Bond ETF Investment FAQs
Ken Fisher first purchased Schwab US Aggregate Bond ETF (SCHZ) in Q1 2016, acquiring 8,095 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 Aggregate Bond ETF (SCHZ) for 10 quarters since Q1 2016.
Ken Fisher's largest addition to Schwab US Aggregate Bond ETF (SCHZ) was in Q2 2026, adding 10,888 shares worth $251,842.
According to the latest 13F filing for Q2 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 10,888 shares of Schwab US Aggregate Bond ETF (SCHZ), valued at approximately $251,842.
As of the Q2 2026 filing, Schwab US Aggregate Bond ETF (SCHZ) 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 US Aggregate Bond ETF (SCHZ) was 10,888 shares, as reported at the end of Q2 2026.