Schwab 5-10 Year Corporate B otr shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in Schwab 5-10 Year Corporate B otr
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Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 335k | 22.98 |
| 2025-06-30 | $7.1M | 313k | 22.76 |
| 2025-03-31 | $6.8M | 304k | 22.46 |
| 2024-12-31 | $6.1M | 278k | 22.07 |
| 2024-09-30 | $6.3M | 137k | 46.16 |
| 2024-06-30 | $5.9M | 131k | 44.84 |
| 2024-03-31 | $4.3M | 98k | 44.49 |
| 2023-12-31 | $2.8M | 63k | 44.94 |
| 2023-09-30 | $2.5M | 59k | 42.20 |
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