SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 11,481 Value ($000) $345 Avg Close — Range —
Q3 2025
Shares 11,431 Value ($000) $332 Avg Close — Range —
Q2 2025
Shares 11,383 Value ($000) $319 Avg Close — Range —
Q1 2025
Shares 11,342 Value ($000) $297 Avg Close — Range —
Q4 2024
Shares 11,308 Value ($000) $313 Avg Close — Range —
Q3 2024
Shares 3,754 Value ($000) $312 Avg Close — Range —
Q2 2024
Shares 3,846 Value ($000) $310 Avg Close — Range —
Q1 2024
Shares 3,833 Value ($000) $312 Avg Close — Range —
Q4 2023
Shares 3,821 Value ($000) $288 Avg Close — Range —
Q3 2023
Shares 3,803 Value ($000) $257 Avg Close — Range —
Q2 2023
Shares 3,805 Value ($000) $277 Avg Close — Range —
Q1 2023
Shares 3,789 Value ($000) $257 Avg Close — Range —
Q4 2022
Shares 3,775 Value ($000) $264 Avg Close — Range —
Q3 2022
Shares 3,756 Value ($000) $227 Avg Close — Range —
Q2 2022
Shares 3,739 Value ($000) $235 Avg Close — Range —
Q1 2022
Shares 3,722 Value ($000) $282 Avg Close — Range —
Q4 2021
Shares 3,710 Value ($000) $298 Avg Close — Range —
Q3 2021
Shares 3,697 Value ($000) $283 Avg Close — Range —
Q1 2021
Shares 4,391 Value ($000) $327 Avg Close — Range —
Q4 2020
Shares 4,584 Value ($000) $313 Avg Close — Range —