22 Ken Fisher Charles Schwab Trades
Ken Fisher's position in Charles Schwab is currently worth $2.04B. That's 0.61% of their equity portfolio (45th largest holding). The investor owns 1.28% of the outstanding Charles Schwab stock. The first Charles Schwab trade was made in Q2 2015. Since then Ken Fisher bought shares seventeen more times and sold shares on four occasions. The stake costed the investor $1.55B, netting the investor a gain of 31% so far.
Avg closing price
Price range
Increased shares by 1.8% (+400k shares)
Q1 2026
Avg closing price
$99.59
Price range
$91.24
-
$107.21
Increased shares by 0.8% (+172k shares)
Q4 2025
Avg closing price
$94.82
Price range
$90.50
-
$101.89
Increased shares by 1.3% (+270k shares)
Q3 2025
Avg closing price
$94.88
Price range
$91.03
-
$98.69
Increased shares by 1.0% (+212k shares)
Q2 2025
Avg closing price
$83.77
Price range
$69.06
-
$91.24
Increased shares by 3.5% (+710k shares)
Q1 2025
Avg closing price
$78.39
Price range
$71.24
-
$83.64
Increased shares by 1.3% (+266k shares)
Q4 2024
Avg closing price
$74.94
Price range
$63.35
-
$82.85
Increased shares by 2.5% (+493k shares)
Q3 2024
Avg closing price
$65.81
Price range
$61.74
-
$76.08
Increased shares by 2.8% (+537k shares)
Q2 2024
Avg closing price
$73.87
Price range
$70.03
-
$78.90
Increased shares by 2.9% (+536k shares)
Q1 2024
Avg closing price
$65.86
Price range
$61.89
-
$72.38
Increased shares by 1.6% (+292k shares)
Q4 2023
Avg closing price
$57.75
Price range
$49.33
-
$70.98
Increased shares by 1.8% (+329k shares)
Q3 2023
Avg closing price
$60.44
Price range
$54.20
-
$67.94
Increased shares by 7.8% (+1.3M shares)
Q2 2023
Avg closing price
$52.38
Price range
$47.37
-
$57.14
Increased shares by 3.4% (+542k shares)
Q1 2023
Avg closing price
$73.23
Price range
$51.91
-
$85.62
Increased shares by 4.7% (+726k shares)
Q4 2022
Avg closing price
$77.61
Price range
$67.43
-
$83.26
New holding (+15.4M shares)
Q3 2022
Avg closing price
$69.43
Price range
$60.57
-
$77.18
Sold -3.02k shares
Q2 2022
Avg closing price
$68.96
Price range
$59.99
-
$83.83
Sold 35.3% shares (-1.65k shares)
Q1 2022
Avg closing price
$87.96
Price range
$75.69
-
$95.53
New holding (+4.67k shares)
Q4 2021
Avg closing price
$80.89
Price range
$73.23
-
$85.82
Sold -2.8k shares
Q3 2021
Avg closing price
$71.42
Price range
$66.68
-
$77.38
New holding (+2.8k shares)
Q2 2021
Avg closing price
$70.77
Price range
$63.69
-
$76.01
