Kaizen Financial Strategies Schwab Strategic U.S. Mid Cap Transaction History

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025

A detailed history of Kaizen Financial Strategies transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kaizen Financial Strategies holds 11,383 shares of SCHM stock, worth $335,343. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,383
Previous 11,342 0.36%
Holding current value
$335,343
Previous $296,000 7.77%
% of portfolio
0.17%
Previous 0.18%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$22.92 - $28.05 $939 - $1,150
41 Added 0.36%
11,383 $319,000
Q1 2025

Apr 08, 2025
BUY
$25.58 - $29.24 $869 - $994
34 Added 0.3%
11,342 $296,000
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $208,037 - $627,284
7,554 Added 201.23%
11,308 $313,000
Q3 2024

Nov 04, 2024
SELL
$75.47 - $83.18 $6,943 - $7,652
-92 Reduced 2.39%
3,754 $311,000
Q2 2024

Aug 02, 2024
BUY
$75.69 - $81.19 $983 - $1,055
13 Added 0.34%
3,846 $299,000
Q1 2024

May 02, 2024
BUY
$72.89 - $81.43 $874 - $977
12 Added 0.31%
3,833 $312,000
Q4 2023

Jan 18, 2024
BUY
$63.01 - $75.95 $1,134 - $1,367
18 Added 0.47%
3,821 $287,000
Q3 2023

Oct 31, 2023
SELL
$66.75 - $73.98 $133 - $147
-2 Reduced 0.05%
3,803 $257,000
Q2 2023

Aug 07, 2023
BUY
$65.29 - $71.03 $1,044 - $1,136
16 Added 0.42%
3,805 $270,000
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $899 - $1,034
14 Added 0.37%
3,789 $257,000
Q4 2022

Jan 18, 2023
BUY
$61.05 - $69.94 $1,159 - $1,328
19 Added 0.51%
3,775 $0
Q3 2022

Oct 18, 2022
BUY
$60.5 - $72.51 $1,028 - $1,232
17 Added 0.45%
3,756 $227,000
Q2 2022

Jul 18, 2022
BUY
$60.91 - $76.4 $1,035 - $1,298
17 Added 0.46%
3,739 $235,000
Q1 2022

May 06, 2022
BUY
$70.66 - $80.89 $847 - $970
12 Added 0.32%
3,722 $282,000
Q4 2021

Jan 26, 2022
BUY
$76.01 - $83.39 $988 - $1,084
13 Added 0.35%
3,710 $298,000
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $51,807 - $56,179
-694 Reduced 15.81%
3,697 $283,000
Q1 2021

May 28, 2021
SELL
$67.07 - $76.85 $12,944 - $14,832
-193 Reduced 4.21%
4,391 $327,000
Q4 2020

Feb 03, 2021
BUY
$55.93 - $68.45 $256,383 - $313,774
4,584 New
4,584 $313,000

Others Institutions Holding SCHM

# of Institutions
1,051
Shares Held
280M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Kaizen Financial Strategies Portfolio

Follow Kaizen Financial Strategies and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email