Kaizen Financial Strategies Schwab Strategic Tr Long Term Transaction History
Kaizen Financial Strategies
- $167 Million
- Q3 2024
A detailed history of Kaizen Financial Strategies transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Kaizen Financial Strategies holds 119,997 shares of SCHQ stock, worth $3.85 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
119,997
Previous 123,889
3.14%
Holding current value
$3.85 Million
Previous $4.06 Million
3.3%
% of portfolio
2.52%
Previous 2.65%
Shares
9 transactions
Others Institutions Holding SCHQ
# of Institutions
104Shares Held
15.1MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$90.9 Million12.56% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$75.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.84MShares$58.9 Million0.02% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$39.3 Million0.16% of portfolio
-
Sfmg, LLC635KShares$20.4 Million1.83% of portfolio