Schwab U S Large Cap Growth ETF shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 547k | 32.43 |
| 2025-06-30 | $16M | 535k | 29.21 |
| 2025-03-31 | $13M | 528k | 25.04 |
| 2024-12-31 | $14M | 506k | 27.87 |
| 2024-09-30 | $13M | 127k | 104.18 |
| 2024-06-30 | $13M | 129k | 97.37 |
| 2024-03-31 | $12M | 124k | 92.72 |
| 2023-12-31 | $9.5M | 114k | 82.96 |
| 2023-09-30 | $8.4M | 115k | 72.72 |
| 2023-06-30 | $7.1M | 94k | 75.38 |
| 2023-03-31 | $4.5M | 70k | 65.17 |
| 2022-12-31 | $3.3M | 57k | 58.19 |
| 2022-09-30 | $3.5M | 63k | 55.82 |
| 2022-06-30 | $3.5M | 60k | 57.99 |
| 2022-03-31 | $4.4M | 59k | 74.81 |
| 2021-12-31 | $4.5M | 27k | 163.75 |
| 2021-09-30 | $3.5M | 24k | 148.08 |
| 2021-03-31 | $2.5M | 20k | 129.77 |
| 2020-12-31 | $3.1M | 25k | 128.39 |
More positions owned by Kaizen Financial Strategies
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