SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 14,117 Value ($000) $402 Avg Close — Range —
Q3 2025
Shares 11,059 Value ($000) $304 Avg Close — Range —
Q2 2025
Shares 10,730 Value ($000) $271 Avg Close — Range —
Q1 2025
Shares 17,604 Value ($000) $412 Avg Close — Range —
Q4 2024
Shares 13,962 Value ($000) $361 Avg Close — Range —
Q3 2024
Shares 6,782 Value ($000) $349 Avg Close — Range —
Q2 2024
Shares 6,565 Value ($000) $335 Avg Close — Range —
Q1 2024
Shares 6,744 Value ($000) $332 Avg Close — Range —
Q4 2023
Shares 6,729 Value ($000) $318 Avg Close — Range —
Q3 2023
Shares 7,705 Value ($000) $319 Avg Close — Range —
Q2 2023
Shares 29,010 Value ($000) $1,306 Avg Close — Range —
Q1 2023
Shares 25,022 Value ($000) $1,049 Avg Close — Range —
Q4 2022
Shares 10,310 Value ($000) $448 Avg Close — Range —
Q3 2022
Shares 11,638 Value ($000) $440 Avg Close — Range —
Q2 2022
Shares 14,801 Value ($000) $577 Avg Close — Range —
Q1 2022
Shares 22,971 Value ($000) $1,088 Avg Close — Range —
Q4 2021
Shares 28,372 Value ($000) $2,905 Avg Close — Range —
Q3 2021
Shares 26,842 Value ($000) $2,687 Avg Close — Range —
Q1 2021
Shares 15,789 Value ($000) $1,574 Avg Close — Range —