Kaizen Financial Strategies Schwab Strategic Tr Long Term Transaction History

Kaizen Financial Strategies

  • $162 Million
  • Q1 2025

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 126,810 shares of SCHQ stock, worth $4.12 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
126,810
Previous 123,441 2.73%
Holding current value
$4.12 Million
Previous $3.88 Million 6.26%
% of portfolio
2.55%
Previous 2.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$30.72 - $33.22 $103,495 - $111,918
3,369 Added 2.73%
126,810 $4.12 Million
Q4 2024

Feb 14, 2025
BUY
$31.33 - $35.13 $107,900 - $120,987
3,444 Added 2.87%
123,441 $3.88 Million
Q3 2024

Nov 04, 2024
SELL
$32.17 - $35.98 $125,205 - $140,034
-3,892 Reduced 3.14%
119,997 $4.2 Million
Q2 2024

Aug 02, 2024
BUY
$31.45 - $33.71 $598,493 - $641,501
19,030 Added 18.15%
123,889 $4.06 Million
Q1 2024

May 02, 2024
BUY
$32.9 - $35.0 $359,169 - $382,095
10,917 Added 11.62%
104,859 $3.54 Million
Q4 2023

Jan 18, 2024
BUY
$29.71 - $35.56 $248,642 - $297,601
8,369 Added 9.78%
93,942 $3.3 Million
Q3 2023

Oct 31, 2023
BUY
$31.58 - $36.29 $619,694 - $712,118
19,623 Added 29.75%
85,573 $2.71 Million
Q2 2023

Aug 07, 2023
BUY
$35.48 - $38.22 $139,259 - $150,013
3,925 Added 6.33%
65,950 $2.39 Million
Q1 2023

May 10, 2023
BUY
$35.08 - $38.26 $748,291 - $816,124
21,331 Added 52.42%
62,025 $2.32 Million
Q4 2022

Jan 18, 2023
BUY
$32.86 - $38.38 $165,581 - $193,396
5,039 Added 14.13%
40,694 $0
Q3 2022

Oct 18, 2022
BUY
$35.46 - $41.9 $1.26 Million - $1.49 Million
35,655 New
35,655 $1.28 Million

Others Institutions Holding SCHQ

# of Institutions
111
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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