SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q4 2025
Shares 348,578 Value ($000) $8,007 Avg Close — Range —
Q3 2025
Shares 335,016 Value ($000) $7,699 Avg Close — Range —
Q2 2025
Shares 313,304 Value ($000) $7,131 Avg Close — Range —
Q1 2025
Shares 304,371 Value ($000) $6,836 Avg Close — Range —
Q4 2024
Shares 277,829 Value ($000) $6,132 Avg Close — Range —
Q3 2024
Shares 136,619 Value ($000) $6,306 Avg Close — Range —
Q2 2024
Shares 130,547 Value ($000) $5,854 Avg Close — Range —
Q1 2024
Shares 97,750 Value ($000) $4,349 Avg Close — Range —
Q4 2023
Shares 62,935 Value ($000) $2,828 Avg Close — Range —
Q3 2023
Shares 59,429 Value ($000) $2,508 Avg Close — Range —