Ken Fisher's SCHW Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 21.6M shares of The Charles Schwab Corporation (SCHW) worth $2.07 B, representing 0.75% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in SCHW, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2022, adding 15.4M shares. Largest reduction occurred in Q2 2021, reducing 3.9K shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's The Charles Schwab Corporation (SCHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Charles Schwab Corporation (SCHW) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +6,706 | New Buy | 6,706 | $32.66 |
| Q3 2015 | -6,706 | Sold Out | 6,706 | $0.00 |
| Q2 2021 | +2,801 | New Buy | 2,801 | $72.83 |
| Q3 2021 | -2,801 | Sold Out | 2,801 | $0.00 |
| Q4 2021 | +4,665 | New Buy | 4,665 | $84.03 |
| Q1 2022 | -1,649 | Reduce 35.35% | 3,016 | $84.22 |
| Q2 2022 | -3,016 | Sold Out | 3,016 | $0.00 |
| Q3 2022 | +15.43 M | New Buy | 15.43 M | $71.87 |
| Q4 2022 | +725,704 | Add 4.70% | 16.16 M | $83.26 |
| Q1 2023 | +541,755 | Add 3.35% | 16.7 M | $52.38 |
| Q2 2023 | +1.3 M | Add 7.80% | 18 M | $56.68 |
| Q3 2023 | +328,725 | Add 1.83% | 18.33 M | $54.90 |
| Q4 2023 | +292,155 | Add 1.59% | 18.62 M | $68.80 |
| Q1 2024 | +536,234 | Add 2.88% | 19.16 M | $72.34 |
| Q2 2024 | +536,555 | Add 2.80% | 19.7 M | $73.69 |
| Q3 2024 | +493,264 | Add 2.50% | 20.19 M | $64.81 |
| Q4 2024 | +265,708 | Add 1.32% | 20.46 M | $74.01 |
| Q1 2025 | +709,897 | Add 3.47% | 21.17 M | $78.28 |
| Q2 2025 | +211,527 | Add 1.00% | 21.38 M | $91.24 |
| Q3 2025 | +269,898 | Add 1.26% | 21.65 M | $95.47 |
Ken Fisher's The Charles Schwab Corporation Investment FAQs
Ken Fisher first purchased The Charles Schwab Corporation (SCHW) in Q2 2015, acquiring 6,706 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 The Charles Schwab Corporation (SCHW) for 42 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to The Charles Schwab Corporation (SCHW) was in Q3 2022, adding 15,433,332 shares worth $1.11 B. 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 21,646,588 shares of The Charles Schwab Corporation (SCHW), valued at approximately $2.07 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 0.75% 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 The Charles Schwab Corporation (SCHW) was 21,646,588 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.