Schwab Strategic Tr intrm trm shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in Schwab Strategic Tr intrm trm
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr intrm trm held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr intrm trm by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.9M | 58k | 49.72 |
| 2023-09-30 | $2.8M | 59k | 47.94 |
| 2023-06-30 | $5.0M | 101k | 49.24 |
| 2023-03-31 | $4.8M | 96k | 50.43 |
| 2022-12-31 | $3.2M | 64k | 50.32 |
| 2022-09-30 | $2.0M | 40k | 49.13 |
| 2021-03-31 | $978k | 17k | 56.43 |
| 2020-12-31 | $3.5M | 61k | 58.22 |
More positions owned by Kaizen Financial Strategies
View all positions for Kaizen Financial Strategies
Top funds holding Schwab Strategic Tr intrm trm
View all funds holding Schwab Strategic Tr intrm trm