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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
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)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Blackstone Group Inc Com Cl A (BX)
Tesla Motors (TSLA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Long Term Us (SCHQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

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
Opes Wealth Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Guardian Financial Partners
CVA Family Office
Leonard Rickey Investment Advisors P
Townsend Asset Management Corp
UBS Group
Flow Traders US
Milestone Investment Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm