Kaizen Financial Strategies Schwab Strategic Tr 5 10 Yr C Transaction History
Kaizen Financial Strategies
- $183 Million
- Q2 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 313,304 shares of SCHI stock, worth $7.27 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
313,304
Previous 304,371
2.93%
Holding current value
$7.27 Million
Previous $6.82 Million
4.5%
% of portfolio
3.9%
Previous 4.22%
Shares
8 transactions
Others Institutions Holding SCHI
# of Institutions
246Shares Held
50.6MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.37MShares$194 Million3.89% of portfolio
-
Envestnet Asset Management Inc7.34MShares$170 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.24MShares$168 Million0.38% of portfolio
-
Campbell Wealth Management5.68MShares$132 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.48MShares$57.6 Million0.02% of portfolio