SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Kaizen Financial Strategies's Holding History (CIK: 0001842013)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,101 Value ($000) $210 Avg Close $94.74 Range $89.35 - $102.28
Q1 2024
Shares 4,741 Value ($000) $343 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 4,823 Value ($000) $332 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 6,933 Value ($000) $381 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 6,720 Value ($000) $393 Avg Close $50.45 Range $43.84 - $55.82
Q1 2023
Shares 5,267 Value ($000) $276 Avg Close $70.22 Range $43.21 - $82.93
Q4 2022
Shares 2,960 Value ($000) $246 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,570 Value ($000) $257 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 3,764 Value ($000) $238 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 3,705 Value ($000) $312 Avg Close $83.37 Range $70.80 - $91.11
Q4 2021
Shares 13,250 Value ($000) $1,114 Avg Close $76.51 Range $68.06 - $81.82
Q3 2021
Shares 14,445 Value ($000) $1,052 Avg Close $67.39 Range $61.94 - $73.65
Q4 2020
Shares 15,842 Value ($000) $840 Avg Close $42.34 Range $33.66 - $49.96