SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 543,716 Value ($000) $17,736 Avg Close — Range —
Q3 2025
Shares 547,201 Value ($000) $17,746 Avg Close — Range —
Q2 2025
Shares 534,786 Value ($000) $15,621 Avg Close — Range —
Q1 2025
Shares 527,942 Value ($000) $13,220 Avg Close — Range —
Q4 2024
Shares 506,215 Value ($000) $14,108 Avg Close — Range —
Q3 2024
Shares 126,959 Value ($000) $13,227 Avg Close — Range —
Q2 2024
Shares 128,868 Value ($000) $12,548 Avg Close — Range —
Q1 2024
Shares 123,636 Value ($000) $11,464 Avg Close — Range —
Q4 2023
Shares 114,430 Value ($000) $9,493 Avg Close — Range —
Q3 2023
Shares 115,194 Value ($000) $8,377 Avg Close — Range —
Q2 2023
Shares 94,257 Value ($000) $7,105 Avg Close — Range —
Q1 2023
Shares 69,771 Value ($000) $4,547 Avg Close — Range —
Q4 2022
Shares 56,549 Value ($000) $3,291 Avg Close — Range —
Q3 2022
Shares 63,331 Value ($000) $3,535 Avg Close — Range —
Q2 2022
Shares 59,577 Value ($000) $3,455 Avg Close — Range —
Q1 2022
Shares 58,507 Value ($000) $4,377 Avg Close — Range —
Q4 2021
Shares 27,206 Value ($000) $4,455 Avg Close — Range —
Q3 2021
Shares 23,710 Value ($000) $3,511 Avg Close — Range —
Q1 2021
Shares 19,620 Value ($000) $2,546 Avg Close — Range —
Q4 2020
Shares 24,480 Value ($000) $3,143 Avg Close — Range —