Kaizen Financial Strategies Schwab Strategic U.S. Mid Cap Transaction History

Kaizen Financial Strategies

  • $167 Million
  • Q3 2024

A detailed history of Kaizen Financial Strategies transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kaizen Financial Strategies holds 3,754 shares of SCHM stock, worth $103,685. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,754
Previous 3,846 2.39%
Holding current value
$103,685
Previous $299,000 4.01%
% of portfolio
0.19%
Previous 0.2%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$75.47 - $83.18 $6,943 - $7,652
-92 Reduced 2.39%
3,754 $311,000
Q2 2024

Aug 02, 2024
BUY
$75.69 - $81.19 $983 - $1,055
13 Added 0.34%
3,846 $299,000
Q1 2024

May 02, 2024
BUY
$72.89 - $81.43 $874 - $977
12 Added 0.31%
3,833 $312,000
Q4 2023

Jan 18, 2024
BUY
$63.01 - $75.95 $1,134 - $1,367
18 Added 0.47%
3,821 $287,000
Q3 2023

Oct 31, 2023
SELL
$66.75 - $73.98 $133 - $147
-2 Reduced 0.05%
3,803 $257,000
Q2 2023

Aug 07, 2023
BUY
$65.29 - $71.03 $1,044 - $1,136
16 Added 0.42%
3,805 $270,000
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $899 - $1,034
14 Added 0.37%
3,789 $257,000
Q4 2022

Jan 18, 2023
BUY
$61.05 - $69.94 $1,159 - $1,328
19 Added 0.51%
3,775 $0
Q3 2022

Oct 18, 2022
BUY
$60.5 - $72.51 $1,028 - $1,232
17 Added 0.45%
3,756 $227,000
Q2 2022

Jul 18, 2022
BUY
$60.91 - $76.4 $1,035 - $1,298
17 Added 0.46%
3,739 $235,000
Q1 2022

May 06, 2022
BUY
$70.66 - $80.89 $847 - $970
12 Added 0.32%
3,722 $282,000
Q4 2021

Jan 26, 2022
BUY
$76.01 - $83.39 $988 - $1,084
13 Added 0.35%
3,710 $298,000
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $51,807 - $56,179
-694 Reduced 15.81%
3,697 $283,000
Q1 2021

May 28, 2021
SELL
$67.07 - $76.85 $12,944 - $14,832
-193 Reduced 4.21%
4,391 $327,000
Q4 2020

Feb 03, 2021
BUY
$55.93 - $68.45 $256,383 - $313,774
4,584 New
4,584 $313,000

Others Institutions Holding SCHM

# of Institutions
952
Shares Held
109M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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