Kaizen Financial Strategies Schwab Strategic Tr Long Term Transaction History

Kaizen Financial Strategies

$153 Million
Q2 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 123,889 shares of SCHQ stock, worth $4.23 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

123,889

Previous 104,859 18.15%

Holding current value

$4.23 Million

Previous $3.54 Million 14.93%

% of portfolio

2.65%

Previous 2.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

13.3M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
Sector ETFs
Industry ETFs

More about SCHQ

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 Long Term Transaction History