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

Kaizen Financial Strategies

$162 Million
Q1 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 304,371 shares of SCHI stock, worth $6.94 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares

304,371

Previous 277,829 9.55%

Holding current value

$6.94 Million

Previous $6.13 Million 11.29%

% of portfolio

4.22%

Previous 3.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

243

Shares Held

48.7M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
Sector ETFs
Industry ETFs

More about SCHI

Track This Portfolio

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.

Account

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