Schwab 1000 Index Etf etf shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $707k | 13k | 55.29 |
| 2024-06-30 | $660k | 13k | 52.27 |
| 2024-03-31 | $639k | 13k | 50.67 |
| 2023-12-31 | $482k | 11k | 46.06 |
| 2023-09-30 | $889k | 22k | 41.30 |
| 2023-06-30 | $964k | 22k | 43.13 |
| 2023-03-31 | $803k | 20k | 39.55 |
| 2022-12-31 | $2.5M | 66k | 38.55 |
| 2022-09-30 | $2.2M | 64k | 34.60 |
| 2022-06-30 | $2.2M | 62k | 36.46 |
| 2022-03-31 | $2.8M | 63k | 44.03 |
| 2021-12-31 | $1.9M | 41k | 46.58 |
| 2021-09-30 | $1.5M | 36k | 42.59 |
| 2021-03-31 | $989k | 25k | 39.41 |
| 2020-12-31 | $803k | 22k | 37.37 |
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