Kaizen Financial Strategies Schwab Strategic Tr 5 10 Yr C Transaction History
Kaizen Financial Strategies
- $165 Million
- Q4 2024
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 277,829 shares of SCHI stock, worth $6.21 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
277,829
Previous 136,619
103.36%
Holding current value
$6.21 Million
Previous $6.31 Million
2.78%
% of portfolio
3.71%
Previous 3.79%
Shares
6 transactions
Others Institutions Holding SCHI
# of Institutions
220Shares Held
42.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$182 Million4.21% of portfolio
-
Envestnet Asset Management Inc7.51MShares$168 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.3 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.16MShares$25.8 Million0.01% of portfolio