Charles Schwab Corporation shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $332k | 4.8k | 68.80 |
| 2023-09-30 | $381k | 6.9k | 54.90 |
| 2023-06-30 | $393k | 6.7k | 58.41 |
| 2023-03-31 | $276k | 5.3k | 52.38 |
| 2022-12-31 | $246k | 3.0k | 82.98 |
| 2022-09-30 | $257k | 3.6k | 71.99 |
| 2022-06-30 | $238k | 3.8k | 63.23 |
| 2022-03-31 | $312k | 3.7k | 84.21 |
| 2021-12-31 | $1.1M | 13k | 84.08 |
| 2021-09-30 | $1.1M | 14k | 72.83 |
| 2020-12-31 | $840k | 16k | 53.02 |
More positions owned by Kaizen Financial Strategies
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