Kaizen Financial Strategies Schwab Strategic Tr Long Term Transaction History

Kaizen Financial Strategies

$165 Million
Q4 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 123,441 shares of SCHQ stock, worth $3.96 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

123,441

Previous 119,997 2.87%

Holding current value

$3.96 Million

Previous $4.2 Million 7.6%

% of portfolio

2.34%

Previous 2.52%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

105

Shares Held

11.3M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Kaizen Financial Strategies Schwab Strategic Tr Long Term Transaction History