Schwab Strategic Tr long term us shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in Schwab Strategic Tr long term us
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Quarterly reported holdings in Schwab Strategic Tr long term us by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 120k | 34.99 |
| 2024-06-30 | $4.1M | 124k | 33.49 |
| 2024-03-31 | $3.5M | 105k | 33.73 |
| 2023-12-31 | $3.3M | 94k | 35.08 |
| 2023-09-30 | $2.7M | 86k | 31.68 |
| 2023-06-30 | $2.3M | 66k | 35.61 |
| 2023-03-31 | $2.3M | 62k | 37.46 |
| 2022-12-31 | $1.5M | 41k | 37.63 |
| 2022-09-30 | $1.3M | 36k | 36.01 |
More positions owned by Kaizen Financial Strategies
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Top funds holding Schwab Strategic Tr long term us
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