SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q2 2025
Shares 10,060 Value ($000) $234 Avg Close — Range —
Q1 2025
Shares 8,860 Value ($000) $205 Avg Close — Range —
Q4 2024
Shares 58,294 Value ($000) $1,323 Avg Close — Range —
Q3 2024
Shares 7,570 Value ($000) $360 Avg Close — Range —
Q2 2024
Shares 7,570 Value ($000) $350 Avg Close — Range —
Q1 2024
Shares 155,720 Value ($000) $7,163 Avg Close — Range —
Q4 2023
Shares 141,946 Value ($000) $6,618 Avg Close — Range —
Q3 2023
Shares 146,109 Value ($000) $6,462 Avg Close — Range —
Q2 2023
Shares 123,777 Value ($000) $5,701 Avg Close — Range —
Q1 2023
Shares 117,542 Value ($000) $5,514 Avg Close — Range —
Q4 2022
Shares 38,606 Value ($000) $1,816 Avg Close — Range —
Q3 2022
Shares 39,170 Value ($000) $1,775 Avg Close — Range —
Q2 2022
Shares 34,220 Value ($000) $1,638 Avg Close — Range —
Q1 2022
Shares 37,725 Value ($000) $1,908 Avg Close — Range —
Q4 2021
Shares 44,714 Value ($000) $2,410 Avg Close — Range —
Q3 2021
Shares 37,804 Value ($000) $2,051 Avg Close — Range —
Q1 2021
Shares 33,071 Value ($000) $1,784 Avg Close — Range —
Q4 2020
Shares 17,823 Value ($000) $999 Avg Close — Range —