Ken Fisher's SCHW Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 21.65 M shares of The Charles Schwab Corporation (SCHW) worth $2.07 B, representing 0.75% of the portfolio. First purchased in 2015-Q2, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 15.43 M shares. Largest reduction occurred in Q3 2015, reducing 6,706 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
| Report Date | 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 | 0 | $0.00 |
| Q2 2021 | +2,801 | New Buy | 2,801 | $72.83 |
| Q3 2021 | -2,801 | Sold Out | 0 | $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 | 0 | $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 20 quarters since Q2 2015.
Ken Fisher's largest addition to The Charles Schwab Corporation (SCHW) was in Q3 2022, adding 15,433,332 shares worth $1.11 B.
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.
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.
Ken Fisher's peak holding in The Charles Schwab Corporation (SCHW) was 21,646,588 shares, as reported at the end of Q3 2025.