Kaizen Financial Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Kaizen Financial Strategies’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-26,847	Closed	-$679K	–	123
2023 Q2	$679K	Sell	26,847 -330	-1%	-$8.06K	0.58%	33
2023 Q1	$666K	Buy	+27,177	New	+$673K	0.66%	31
2022 Q3	–	Sell	-9,690	Closed	-$246K	–	132
2022 Q2	$246K	Sell	9,690 -1,749	-15%	-$45.7K	0.24%	100
2022 Q1	$318K	Buy	11,439 +1,091	+11%	+$31.6K	0.25%	95
2021 Q4	$307K	Sell	10,348 -2,660	-20%	-$81.3K	0.23%	102
2021 Q3	$396K	Buy	+13,008	New	+$406K	0.32%	82
2021 Q1	$1.05M	Buy	+32,907	New	+$1.07M	1%	28

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Kaizen Financial Strategies's SCHE Position: Q3 2023 in Review

Kaizen Financial Strategies sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 26,847 shares — an estimated $679K sold.

Kaizen Financial Strategies first reported a position in SCHE in Q1 2021 and held it in 7 quarters. The position peaked at $1.05M in Q1 2021. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Kaizen Financial Strategies reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Kaizen Financial Strategies sold 26,847 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $679K.
Kaizen Financial Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and held it in 7 quarters.
Kaizen Financial Strategies's Schwab Emerging Markets Equity ETF position peaked at $1.05M in Q1 2021.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Kaizen Financial Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.