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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr 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 5-10 Year Corporate B otr by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
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

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 5-10 Year Corporate B otr

RiverFront Investment Group
Envestnet Asset Management
Campbell Wealth Management
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
WT Wealth Management
Janney Montgomery Scott
San Luis Wealth Advisors
Bouchey Financial
Huntington Asset Advisors
Semmax Financial Advisors
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services

View all funds holding Schwab 5-10 Year Corporate B otr