Kaizen Financial Strategies Schwab Us Aggregate Bond ETF Transaction History

Kaizen Financial Strategies

  • $162 Million
  • Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 8,860 shares of SCHZ stock, worth $203,159. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,860
Previous 58,294 84.8%
Holding current value
$203,159
Previous $1.32 Million 84.58%
% of portfolio
0.13%
Previous 0.8%

Shares

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

Apr 08, 2025
SELL
$22.46 - $23.26 $1.11 Million - $1.15 Million
-49,434 Reduced 84.8%
8,860 $204,000
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $1.15 Million - $2.41 Million
50,724 Added 670.07%
58,294 $1.32 Million
Q2 2024

Aug 02, 2024
SELL
$44.66 - $45.99 $6.62 Million - $6.81 Million
-148,150 Reduced 95.14%
7,570 $345,000
Q1 2024

May 02, 2024
BUY
$45.44 - $46.67 $625,890 - $642,832
13,774 Added 9.7%
155,720 $7.16 Million
Q4 2023

Jan 18, 2024
SELL
$43.09 - $46.83 $179,383 - $194,953
-4,163 Reduced 2.85%
141,946 $6.62 Million
Q3 2023

Oct 31, 2023
BUY
$44.14 - $46.33 $985,734 - $1.03 Million
22,332 Added 18.04%
146,109 $6.46 Million
Q2 2023

Aug 07, 2023
BUY
$45.86 - $47.33 $285,937 - $295,102
6,235 Added 5.3%
123,777 $5.71 Million
Q1 2023

May 10, 2023
BUY
$45.33 - $47.44 $3.58 Million - $3.74 Million
78,936 Added 204.47%
117,542 $5.51 Million
Q4 2022

Jan 18, 2023
SELL
$44.04 - $47.03 $24,838 - $26,524
-564 Reduced 1.44%
38,606 $0
Q3 2022

Oct 18, 2022
BUY
$44.98 - $49.09 $222,650 - $242,995
4,950 Added 14.47%
39,170 $1.78 Million
Q2 2022

Jul 18, 2022
SELL
$46.62 - $50.36 $163,403 - $176,511
-3,505 Reduced 9.29%
34,220 $1.64 Million
Q1 2022

May 06, 2022
SELL
$50.05 - $53.52 $349,799 - $374,051
-6,989 Reduced 15.63%
37,725 $1.91 Million
Q4 2021

Jan 26, 2022
BUY
$53.63 - $54.52 $370,583 - $376,733
6,910 Added 18.28%
44,714 $2.41 Million
Q3 2021

Nov 12, 2021
BUY
$54.26 - $55.17 $256,812 - $261,119
4,733 Added 14.31%
37,804 $2.05 Million
Q1 2021

May 28, 2021
BUY
$53.75 - $55.97 $819,580 - $853,430
15,248 Added 85.55%
33,071 $1.78 Million
Q4 2020

Feb 03, 2021
BUY
$55.56 - $56.23 $990,245 - $1 Million
17,823 New
17,823 $999,000

Others Institutions Holding SCHZ

# of Institutions
687
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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