Kaizen Financial Strategies Schwab Strategic Tr 1000 Index Transaction History

Kaizen Financial Strategies

  • $165 Million
  • Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Kaizen Financial Strategies holds 22,383 shares of SCHK stock, worth $660,522. This represents 0.38% of its overall portfolio holdings.

Number of Shares
22,383
Previous 12,785 75.07%
Holding current value
$660,522
Previous $706,000 10.34%
% of portfolio
0.38%
Previous 0.42%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$27.45 - $55.56 $263,465 - $533,264
9,598 Added 75.07%
22,383 $633,000
Q3 2024

Nov 04, 2024
BUY
$49.82 - $55.29 $8,220 - $9,122
165 Added 1.31%
12,785 $706,000
Q2 2024

Aug 02, 2024
BUY
$47.83 - $52.72 $717 - $790
15 Added 0.12%
12,620 $660,000
Q1 2024

May 02, 2024
BUY
$45.19 - $50.67 $96,616 - $108,332
2,138 Added 20.43%
12,605 $638,000
Q4 2023

Jan 18, 2024
SELL
$39.52 - $46.21 $437,130 - $511,128
-11,061 Reduced 51.38%
10,467 $482,000
Q3 2023

Oct 31, 2023
SELL
$41.08 - $44.27 $33,891 - $36,522
-825 Reduced 3.69%
21,528 $889,000
Q2 2023

Aug 07, 2023
BUY
$38.96 - $42.79 $79,906 - $87,762
2,051 Added 10.1%
22,353 $956,000
Q1 2023

May 10, 2023
SELL
$36.64 - $40.44 $1.66 Million - $1.84 Million
-45,386 Reduced 69.09%
20,302 $802,000
Q4 2022

Jan 18, 2023
BUY
$34.56 - $39.43 $54,950 - $62,693
1,590 Added 2.48%
65,688 $0
Q3 2022

Oct 18, 2022
BUY
$34.61 - $41.69 $86,559 - $104,266
2,501 Added 4.06%
64,098 $2.22 Million
Q2 2022

Jul 18, 2022
SELL
$35.4 - $44.52 $47,117 - $59,256
-1,331 Reduced 2.12%
61,597 $2.25 Million
Q1 2022

May 06, 2022
BUY
$40.46 - $46.8 $899,263 - $1.04 Million
22,226 Added 54.61%
62,928 $2.77 Million
Q4 2021

Jan 26, 2022
BUY
$42.49 - $46.85 $214,999 - $237,061
5,060 Added 14.2%
40,702 $1.9 Million
Q3 2021

Nov 12, 2021
BUY
$42.11 - $45.01 $444,092 - $474,675
10,546 Added 42.02%
35,642 $1.52 Million
Q1 2021

May 28, 2021
BUY
$36.87 - $39.72 $133,137 - $143,428
3,611 Added 16.81%
25,096 $989,000
Q4 2020

Feb 03, 2021
BUY
$32.23 - $37.39 $692,461 - $803,324
21,485 New
21,485 $803,000

Others Institutions Holding SCHK

# of Institutions
198
Shares Held
69.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
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More about SCHK
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