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Schwab Strategic Tr schwab fdt us bm shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by Kaizen Financial Strategies from 13F filings

Historical chart of Kaizen Financial Strategies investment in Schwab Strategic Tr schwab fdt us bm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwab fdt us bm held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 37k 70.37
2024-06-30 $2.3M 34k 68.00
2024-03-31 $1.4M 21k 66.26
2023-12-31 $1.2M 20k 61.10
2023-09-30 $1.1M 20k 55.09

More positions owned by Kaizen Financial Strategies

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Blackstone Group Inc Com Cl A (BX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Tesla Motors (TSLA)
Schwab Strategic Tr Long Term Us (SCHQ)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amazon (AMZN)

View all positions for Kaizen Financial Strategies

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Systelligence
Sound Stewardship
Cambridge Investment Research Advisors
Opes Wealth Management
Raymond James Financial Services Advisors
Brightwater Advisory
Morgan Stanley
LPL Financial
Envestnet Asset Management
Guardian Financial Partners
Leonard Rickey Investment Advisors P
CVA Family Office

View all funds holding Schwab Strategic Tr schwab fdt us bm