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

Kaizen Financial Strategies

  • $167 Million
  • Q3 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 136,619 shares of SCHI stock, worth $3.04 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares
136,619
Previous 130,547 4.65%
Holding current value
$3.04 Million
Previous $5.76 Million 9.54%
% of portfolio
3.79%
Previous 3.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
207
Shares Held
22.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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