Kaizen Financial Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $349K | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $577K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q1 | $1.57M | Buy |
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