Schwab U S Small Cap ETF shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $304k | 11k | 27.49 |
| 2025-06-30 | $272k | 11k | 25.30 |
| 2025-03-31 | $413k | 18k | 23.43 |
| 2024-12-31 | $361k | 14k | 25.86 |
| 2024-09-30 | $349k | 6.8k | 51.50 |
| 2024-06-30 | $335k | 6.6k | 51.08 |
| 2024-03-31 | $332k | 6.7k | 49.24 |
| 2023-12-31 | $318k | 6.7k | 47.24 |
| 2023-09-30 | $319k | 7.7k | 41.42 |
| 2023-06-30 | $1.3M | 29k | 45.02 |
| 2023-03-31 | $1.0M | 25k | 41.93 |
| 2022-12-31 | $448k | 10k | 43.45 |
| 2022-09-30 | $440k | 12k | 37.81 |
| 2022-06-30 | $577k | 15k | 38.98 |
| 2022-03-31 | $1.1M | 23k | 47.36 |
| 2021-12-31 | $2.9M | 28k | 102.39 |
| 2021-09-30 | $2.7M | 27k | 100.10 |
| 2021-03-31 | $1.6M | 16k | 99.69 |
More positions owned by Kaizen Financial Strategies
View all positions for Kaizen Financial Strategies