Kaizen Financial Strategies Schwab Strategic Tr 1000 Index Transaction History

Kaizen Financial Strategies

$162 Million
Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kaizen Financial Strategies holds 16,562 shares of SCHK stock, worth $471,188. This represents 0.27% of its overall portfolio holdings.

Number of Shares

16,562

Previous 22,383 26.01%

Holding current value

$471,188

Previous $633,000 30.02%

% of portfolio

0.27%

Previous 0.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$26.53 - $29.63 $154,431 - $172,476	-5,821 Reduced 26.01%	16,562 $443,000
Q4 2024 Feb 14, 2025	BUY	$27.45 - $55.56 $263,465 - $533,264	9,598 Added 75.07%	22,383 $633,000
Q3 2024 Nov 04, 2024	BUY	$49.82 - $55.29 $8,220 - $9,122	165 Added 1.31%	12,785 $706,000
Q2 2024 Aug 02, 2024	BUY	$47.83 - $52.72 $717 - $790	15 Added 0.12%	12,620 $660,000
Q1 2024 May 02, 2024	BUY	$45.19 - $50.67 $96,616 - $108,332	2,138 Added 20.43%	12,605 $638,000
Q4 2023 Jan 18, 2024	SELL	$39.52 - $46.21 $437,130 - $511,128	-11,061 Reduced 51.38%	10,467 $482,000
Q3 2023 Oct 31, 2023	SELL	$41.08 - $44.27 $33,891 - $36,522	-825 Reduced 3.69%	21,528 $889,000
Q2 2023 Aug 07, 2023	BUY	$38.96 - $42.79 $79,906 - $87,762	2,051 Added 10.1%	22,353 $956,000
Q1 2023 May 10, 2023	SELL	$36.64 - $40.44 $1.66 Million - $1.84 Million	-45,386 Reduced 69.09%	20,302 $802,000
Q4 2022 Jan 18, 2023	BUY	$34.56 - $39.43 $54,950 - $62,693	1,590 Added 2.48%	65,688 $0
Q3 2022 Oct 18, 2022	BUY	$34.61 - $41.69 $86,559 - $104,266	2,501 Added 4.06%	64,098 $2.22 Million
Q2 2022 Jul 18, 2022	SELL	$35.4 - $44.52 $47,117 - $59,256	-1,331 Reduced 2.12%	61,597 $2.25 Million
Q1 2022 May 06, 2022	BUY	$40.46 - $46.8 $899,263 - $1.04 Million	22,226 Added 54.61%	62,928 $2.77 Million
Q4 2021 Jan 26, 2022	BUY	$42.49 - $46.85 $214,999 - $237,061	5,060 Added 14.2%	40,702 $1.9 Million
Q3 2021 Nov 12, 2021	BUY	$42.11 - $45.01 $444,092 - $474,675	10,546 Added 42.02%	35,642 $1.52 Million
Q1 2021 May 28, 2021	BUY	$36.87 - $39.72 $133,137 - $143,428	3,611 Added 16.81%	25,096 $989,000
Q4 2020 Feb 03, 2021	BUY	$32.23 - $37.39 $692,461 - $803,324	21,485 New	21,485 $803,000

Others Institutions Holding SCHK

# of Institutions

216

Shares Held

70.6M

Call Options Held

3.2K

Put Options Held

8.21K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

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 1000 Index Transaction History