Schwab Strategic Tr us aggregate b shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $360k | 7.6k | 47.52 |
| 2024-06-30 | $350k | 7.6k | 46.25 |
| 2024-03-31 | $7.2M | 156k | 46.00 |
| 2023-12-31 | $6.6M | 142k | 46.62 |
| 2023-09-30 | $6.5M | 146k | 44.23 |
| 2023-06-30 | $5.7M | 124k | 46.06 |
| 2023-03-31 | $5.5M | 118k | 46.91 |
| 2022-12-31 | $1.8M | 39k | 47.05 |
| 2022-09-30 | $1.8M | 39k | 45.32 |
| 2022-06-30 | $1.6M | 34k | 47.87 |
| 2022-03-31 | $1.9M | 38k | 50.58 |
| 2021-12-31 | $2.4M | 45k | 53.90 |
| 2021-09-30 | $2.1M | 38k | 54.25 |
| 2021-03-31 | $1.8M | 33k | 53.94 |
| 2020-12-31 | $999k | 18k | 56.05 |
More positions owned by Kaizen Financial Strategies
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Top funds holding Schwab Strategic Tr us aggregate b
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