KFS
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Kaizen Financial Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kaizen Financial Strategies’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$562K Buy
17,232
+2,052
+14% +$70.2K 0.22% 78
2026
Q2 		$541K Buy
15,180
+1,043
+7% +$34.5K 0.18% 86
2026
Q1 		$447K Buy
14,137
+20
+0.1% +$600 0.19% 93
2025
Q4 		$402K Buy
14,117
+3,058
+28% +$86.4K 0.18% 100
2025
Q3 		$304K Buy
11,059
+329
+3% +$8.8K 0.14% 117
2025
Q2 		$271K Sell
10,730
-6,874
-39% -$163K 0.14% 120
2025
Q1 		$412K Buy
17,604
+3,642
+26% +$92.8K 0.24% 80
2024
Q4 		$361K Buy
13,962
+398
+3% +$10.6K 0.2% 87
2024
Q3 		$349K Buy
13,564
+434
+3% +$10.8K 0.2% 88
2024
Q2 		$335K Sell
13,130
-358
-3% -$8.49K 0.21% 82
2024
Q1 		$332K Buy
13,488
+30
+0.2% +$703 0.23% 79
2023
Q4 		$318K Sell
13,458
-1,952
-13% -$41.1K 0.24% 74
2023
Q3 		$319K Sell
15,410
-42,610
-73% -$935K 0.27% 59
2023
Q2 		$1.31M Buy
58,020
+7,976
+16% +$166K 1.12% 19
2023
Q1 		$1.05M Buy
50,044
+29,424
+143% +$632K 1.03% 22
2022
Q4 		$448K Sell
20,620
-2,656
-11% -$54.4K 0.44% 50
2022
Q3 		$440K Sell
23,276
-6,326
-21% -$132K 0.45% 55
2022
Q2 		$577K Sell
29,602
-16,340
-36% -$349K 0.57% 47
2022
Q1 		$1.09M Sell
45,942
-67,546
-60% -$1.59M 0.85% 32
2021
Q4 		$2.9M Buy
113,488
+6,120
+6% +$158K 2.18% 8
2021
Q3 		$2.69M Buy
+107,368
New +$2.73M 2.17% 7
2021
Q1 		$1.57M Buy
+63,156
New +$1.55M 1.5% 14

Other funds holding SCHA

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Kaizen Financial Strategies's SCHA Position: Q3 2026 in Review

Kaizen Financial Strategies increased its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q3 2026, buying an estimated $70.2K and bringing the position to 17,232 shares worth $562K. The position accounts for 0.22% of the portfolio, ranked #78.

Kaizen Financial Strategies first reported a position in SCHA in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.9M in Q4 2021. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Kaizen Financial Strategies held 17,232 shares of Schwab U.S Small- Cap ETF worth $562K as of Q3 2026.
  • Kaizen Financial Strategies bought 2,052 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $70.2K.
  • Schwab U.S Small- Cap ETF made up 0.22% of Kaizen Financial Strategies's portfolio in Q3 2026, its #78 holding.
  • Kaizen Financial Strategies first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Schwab U.S Small- Cap ETF position peaked at $2.9M in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.