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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
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)
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 5-10 Year Corporate B otr

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Bouchey Financial
Huntington Asset Advisors
Campbell Wealth Management
Ogorek Anthony Joseph
Taddei, Ludwig & Associates
Charles Schwab Trust
Wealth Enhancement Advisory Services
Marmo Financial Group
Royal Bank of Canada
Semmax Financial Advisors

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