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 $6.2 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares

277,829

Previous 136,619 103.36%

Holding current value

$6.2 Million

Previous $6.31 Million 2.78%

% of portfolio

3.71%

Previous 3.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

222

Shares Held

42.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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