SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 93,542 Value ($000) $2,346 Avg Close Range
Q3 2025
Shares 81,945 Value ($000) $2,060 Avg Close Range
Q2 2025
Shares 70,697 Value ($000) $1,770 Avg Close Range
Q1 2025
Shares 66,869 Value ($000) $1,662 Avg Close Range
Q4 2024
Shares 69,260 Value ($000) $1,682 Avg Close Range
Q3 2024
Shares 25,230 Value ($000) $1,277 Avg Close Range
Q2 2024
Shares 24,338 Value ($000) $1,204 Avg Close Range
Q1 2024
Shares 32,930 Value ($000) $1,615 Avg Close Range
Q4 2023
Shares 58,123 Value ($000) $2,890 Avg Close Range
Q3 2023
Shares 58,601 Value ($000) $2,809 Avg Close Range
Q2 2023
Shares 101,341 Value ($000) $4,990 Avg Close Range
Q1 2023
Shares 95,794 Value ($000) $4,831 Avg Close Range
Q4 2022
Shares 64,432 Value ($000) $3,242 Avg Close Range
Q3 2022
Shares 40,341 Value ($000) $1,982 Avg Close Range
Q1 2021
Shares 17,330 Value ($000) $978 Avg Close Range
Q4 2020
Shares 60,528 Value ($000) $3,524 Avg Close Range