Kaizen Financial Strategies Schwab Fundamental U S Broad M Transaction History

Kaizen Financial Strategies

$162 Million
Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Kaizen Financial Strategies holds 118,327 shares of FNDB stock, worth $2.74 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

118,327

Previous 118,651 0.27%

Holding current value

$2.74 Million

Previous $2.76 Million 2.03%

% of portfolio

1.67%

Previous 1.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$22.52 - $24.48 $7,296 - $7,931	-324 Reduced 0.27%	118,327 $2.7 Million
Q4 2024 Feb 14, 2025	BUY	$23.07 - $70.32 $1.88 Million - $5.74 Million	81,590 Added 220.15%	118,651 $2.76 Million
Q3 2024 Nov 04, 2024	BUY	$64.17 - $70.37 $214,648 - $235,387	3,345 Added 9.92%	37,061 $2.61 Million
Q2 2024 Aug 02, 2024	BUY	$62.66 - $66.26 $769,402 - $813,606	12,279 Added 57.28%	33,716 $2.21 Million
Q1 2024 May 02, 2024	BUY	$59.85 - $66.26 $75,710 - $83,818	1,265 Added 6.27%	21,437 $1.42 Million
Q4 2023 Jan 18, 2024	BUY	$52.56 - $61.29 $8,882 - $10,358	169 Added 0.84%	20,172 $1.23 Million
Q3 2023 Oct 31, 2023	BUY	$54.9 - $58.95 $1.1 Million - $1.18 Million	20,003 New	20,003 $1.1 Million

Others Institutions Holding FNDB

# of Institutions

165

Shares Held

12.5M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Kaizen Financial Strategies Schwab Fundamental U S Broad M Transaction History