SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

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

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

Q4 2025
Shares 50,144 Value ($000) $1,580 Avg Close — Range —
Q3 2025
Shares 51,124 Value ($000) $1,554 Avg Close — Range —
Q2 2025
Shares 54,470 Value ($000) $1,561 Avg Close — Range —
Q1 2025
Shares 55,113 Value ($000) $1,510 Avg Close — Range —
Q4 2024
Shares 56,788 Value ($000) $1,687 Avg Close — Range —
Q3 2024
Shares 27,576 Value ($000) $1,643 Avg Close — Range —
Q2 2024
Shares 25,776 Value ($000) $1,536 Avg Close — Range —
Q1 2024
Shares 25,302 Value ($000) $1,443 Avg Close — Range —
Q4 2023
Shares 24,653 Value ($000) $1,365 Avg Close — Range —
Q3 2023
Shares 25,389 Value ($000) $1,231 Avg Close — Range —