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Schwab Strategic Tr shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of Schwab Strategic Tr (SCUS) shares owned by Kaizen Financial Strategies from 13F filings

Historical chart of Kaizen Financial Strategies investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 79k 25.19

More positions owned by Kaizen Financial Strategies

Vaneck Etf Trust Semiconductr Etf (SMH)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)
Blackstone Group Inc Com Cl A (BX)

View all positions for Kaizen Financial Strategies

Top funds holding Schwab Strategic Tr

Cambridge Investment Research Advisors
Kaizen Financial Strategies
Concurrent Investment Advisors
Integrity Advisory Solutions
Citadel Advisors
CI Private Wealth
Mariner Wealth Advisors
January Capital Advisors
WealthPlan Investment Management
Hummer Financial Advisory Services
Warren Averett Asset Management
Savvy Advisors
Jane Street
Coastwise Capital Group
Mainstream Capital Management

View all funds holding Schwab Strategic Tr