Kaizen Financial Strategies Schwab Intermediate Term Us Tr Transaction History

Kaizen Financial Strategies

  • $197 Million
  • Q3 2025

A detailed history of Kaizen Financial Strategies transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Kaizen Financial Strategies holds 81,945 shares of SCHR stock, worth $2.06 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
81,945
Previous 70,697 15.91%
Holding current value
$2.06 Million
Previous $1.77 Million 16.39%
% of portfolio
1.05%
Previous 0.97%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$24.69 - $25.26 $277,713 - $284,124
11,248 Added 15.91%
81,945 $2.06 Million
Q2 2025

Aug 08, 2025
BUY
$24.54 - $25.07 $93,939 - $95,967
3,828 Added 5.72%
70,697 $1.77 Million
Q1 2025

Apr 08, 2025
SELL
$24.05 - $24.86 $57,503 - $59,440
-2,391 Reduced 3.45%
66,869 $1.66 Million
Q4 2024

Feb 14, 2025
BUY
$24.19 - $50.58 $1.07 Million - $2.23 Million
44,030 Added 174.51%
69,260 $1.68 Million
Q3 2024

Nov 04, 2024
BUY
$48.4 - $50.91 $43,172 - $45,411
892 Added 3.67%
25,230 $1.28 Million
Q2 2024

Aug 02, 2024
SELL
$47.85 - $49.0 $411,127 - $421,008
-8,592 Reduced 26.09%
24,338 $1.19 Million
Q1 2024

May 02, 2024
SELL
$48.64 - $49.88 $1.23 Million - $1.26 Million
-25,193 Reduced 43.34%
32,930 $1.62 Million
Q4 2023

Jan 18, 2024
SELL
$47.09 - $49.87 $22,509 - $23,837
-478 Reduced 0.82%
58,123 $2.89 Million
Q3 2023

Oct 31, 2023
SELL
$47.78 - $49.59 $2.04 Million - $2.12 Million
-42,740 Reduced 42.17%
58,601 $2.81 Million
Q2 2023

Aug 07, 2023
BUY
$49.25 - $50.96 $273,189 - $282,675
5,547 Added 5.79%
101,341 $4.99 Million
Q1 2023

May 10, 2023
BUY
$48.55 - $50.78 $1.52 Million - $1.59 Million
31,362 Added 48.67%
95,794 $4.83 Million
Q4 2022

Jan 18, 2023
BUY
$48.12 - $50.24 $1.16 Million - $1.21 Million
24,091 Added 59.72%
64,432 $0
Q3 2022

Oct 18, 2022
BUY
$48.68 - $52.54 $1.96 Million - $2.12 Million
40,341 New
40,341 $1.98 Million
Q3 2021

Nov 12, 2021
SELL
$56.59 - $57.62 $980,704 - $998,554
-17,330 Closed
0 $0
Q1 2021

May 28, 2021
SELL
$56.41 - $58.25 $2.44 Million - $2.52 Million
-43,198 Reduced 71.37%
17,330 $978,000
Q4 2020

Feb 03, 2021
BUY
$57.98 - $58.64 $3.51 Million - $3.55 Million
60,528 New
60,528 $3.52 Million

Others Institutions Holding SCHR

# of Institutions
517
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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