Kaizen Financial Strategies Schwab Strategic Tr Us Small C Transaction History

Kaizen Financial Strategies

  • $162 Million
  • Q1 2025

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 17,604 shares of SCHA stock, worth $463,865. This represents 0.26% of its overall portfolio holdings.

Number of Shares
17,604
Previous 13,962 26.09%
Holding current value
$463,865
Previous $361,000 14.4%
% of portfolio
0.26%
Previous 0.22%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$23.16 - $27.04 $84,348 - $98,479
3,642 Added 26.09%
17,604 $413,000
Q4 2024

Feb 14, 2025
BUY
$25.33 - $51.16 $181,869 - $367,328
7,180 Added 105.87%
13,962 $361,000
Q3 2024

Nov 04, 2024
BUY
$46.9 - $51.96 $10,177 - $11,275
217 Added 3.31%
6,782 $349,000
Q2 2024

Aug 02, 2024
SELL
$45.24 - $49.04 $8,097 - $8,778
-179 Reduced 2.65%
6,565 $311,000
Q1 2024

May 02, 2024
BUY
$44.84 - $49.24 $672 - $738
15 Added 0.22%
6,744 $332,000
Q4 2023

Jan 18, 2024
SELL
$38.13 - $48.02 $37,214 - $46,867
-976 Reduced 12.67%
6,729 $317,000
Q3 2023

Oct 31, 2023
SELL
$40.85 - $46.1 $870,309 - $982,160
-21,305 Reduced 73.44%
7,705 $319,000
Q2 2023

Aug 07, 2023
BUY
$39.91 - $43.82 $159,161 - $174,754
3,988 Added 15.94%
29,010 $1.27 Million
Q1 2023

May 10, 2023
BUY
$39.82 - $46.36 $585,831 - $682,048
14,712 Added 142.7%
25,022 $1.05 Million
Q4 2022

Jan 18, 2023
SELL
$38.25 - $43.54 $50,796 - $57,821
-1,328 Reduced 11.41%
10,310 $0
Q3 2022

Oct 18, 2022
SELL
$37.65 - $45.9 $119,086 - $145,181
-3,163 Reduced 21.37%
11,638 $440,000
Q2 2022

Jul 18, 2022
SELL
$37.88 - $48.01 $309,479 - $392,241
-8,170 Reduced 35.57%
14,801 $577,000
Q1 2022

May 06, 2022
SELL
$44.42 - $51.73 $239,912 - $279,393
-5,401 Reduced 19.04%
22,971 $1.09 Million
Q4 2021

Jan 26, 2022
BUY
$48.64 - $55.07 $74,419 - $84,257
1,530 Added 5.7%
28,372 $2.91 Million
Q3 2021

Nov 12, 2021
BUY
$48.3 - $52.49 $533,859 - $580,171
11,053 Added 70.0%
26,842 $2.69 Million
Q1 2021

May 28, 2021
BUY
$43.89 - $52.63 $692,979 - $830,975
15,789 New
15,789 $1.57 Million

Others Institutions Holding SCHA

# of Institutions
1,271
Shares Held
251M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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