Kaizen Financial Strategies’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20,818	Closed	-$327K	–	133
2022 Q2	$327K	Sell	20,818 -9,948	-32%	-$169K	0.32%	77
2022 Q1	$565K	Sell	30,766 -24,586	-44%	-$457K	0.44%	55
2021 Q4	$1.08M	Buy	55,352 +1,504	+3%	+$29.5K	0.81%	33
2021 Q3	$1.04M	Buy	+53,848	New	+$1.07M	0.84%	32
2021 Q1	$1.01M	Buy	53,794 +31,960	+146%	+$596K	0.96%	34
2020 Q4	$393K	Buy	+21,834	New	+$368K	0.44%	77

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

CSIA

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Kaizen Financial Strategies's SCHF Position: Q3 2022 in Review

Kaizen Financial Strategies sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 20,818 shares — an estimated $327K sold.

Kaizen Financial Strategies first reported a position in SCHF in Q4 2020 and held it in 6 quarters. The position peaked at $1.08M in Q4 2021. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Kaizen Financial Strategies reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 20,818 Schwab International Equity ETF shares in Q3 2022, an estimated $327K.
Kaizen Financial Strategies first reported a position in Schwab International Equity ETF in Q4 2020 and held it in 6 quarters.
Kaizen Financial Strategies's Schwab International Equity ETF position peaked at $1.08M in Q4 2021.
903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

Based on Kaizen Financial Strategies's 13F filing for Q3 2022, filed 19 Oct 2022.