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%
Shares
10 transactions
Others Institutions Holding SCHQ
# of Institutions
105Shares Held
11.3MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.83MShares$90.8 Million12.56% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$39.3 Million0.16% of portfolio
-
Envestnet Asset Management Inc831KShares$26.7 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA414KShares$13.3 Million2.36% of portfolio
-
Wealth Enhancement Advisory Services, LLC411KShares$13.2 Million0.03% of portfolio