Kaizen Financial Strategies Schwab Strategic Tr 5 10 Yr C Transaction History

Kaizen Financial Strategies

  • $197 Million
  • Q3 2025

A detailed history of Kaizen Financial Strategies transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Kaizen Financial Strategies holds 335,016 shares of SCHI stock, worth $7.68 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares
335,016
Previous 313,304 6.93%
Holding current value
$7.68 Million
Previous $7.13 Million 8.44%
% of portfolio
3.93%
Previous 3.9%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$22.45 - $23.2 $487,434 - $503,718
21,712 Added 6.93%
335,016 $7.73 Million
Q2 2025

Aug 08, 2025
BUY
$21.85 - $22.76 $195,186 - $203,315
8,933 Added 2.93%
313,304 $7.13 Million
Q1 2025

Apr 08, 2025
BUY
$21.77 - $22.56 $577,819 - $598,787
26,542 Added 9.55%
304,371 $6.82 Million
Q4 2024

Feb 14, 2025
BUY
$22.02 - $46.16 $3.11 Million - $6.52 Million
141,210 Added 103.36%
277,829 $6.13 Million
Q3 2024

Nov 04, 2024
BUY
$43.73 - $46.29 $265,528 - $281,072
6,072 Added 4.65%
136,619 $6.31 Million
Q2 2024

Aug 02, 2024
BUY
$43.11 - $44.42 $1.41 Million - $1.46 Million
32,797 Added 33.55%
130,547 $5.76 Million
Q1 2024

May 02, 2024
BUY
$43.87 - $44.99 $1.53 Million - $1.57 Million
34,815 Added 55.32%
97,750 $4.35 Million
Q4 2023

Jan 18, 2024
BUY
$40.96 - $45.17 $143,605 - $158,366
3,506 Added 5.9%
62,935 $2.83 Million
Q3 2023

Oct 31, 2023
BUY
$42.12 - $44.19 $2.5 Million - $2.63 Million
59,429 New
59,429 $2.51 Million

Others Institutions Holding SCHI

# of Institutions
251
Shares Held
52.2M
Call Options Held
0
Put Options Held
9K
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Kaizen Financial Strategies Portfolio

Follow Kaizen Financial Strategies and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email