Kaizen Financial Strategies Schwab Strategic Tr Us Small C Transaction History
Kaizen Financial Strategies
- $165 Million
- Q4 2024
A detailed history of Kaizen Financial Strategies transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kaizen Financial Strategies holds 13,962 shares of SCHA stock, worth $333,971. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,962
Previous 6,782
105.87%
Holding current value
$333,971
Previous $349,000
3.44%
% of portfolio
0.22%
Previous 0.21%
Shares
15 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.11 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$606 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$329 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$252 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$151 Million0.05% of portfolio