KFS
Kaizen Financial Strategies’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.13M | Buy |
313,304
+8,933
| +3% | +$203K | 3.62% | 7 |
|
|
2025
Q1 | $6.84M | Buy |
304,371
+26,542
| +10% | +$596K | 3.94% | 6 |
|
|
2024
Q4 | $6.13M | Buy |
277,829
+141,210
| +103% | +$3.12M | 3.47% | 7 |
|
|
2024
Q3 | $6.31M | Buy |
136,619
+6,072
| +5% | +$280K | 3.66% | 7 |
|
|
2024
Q2 | $5.85M | Buy |
130,547
+32,797
| +34% | +$1.47M | 3.65% | 7 |
|
|
2024
Q1 | $4.35M | Buy |
97,750
+34,815
| +55% | +$1.55M | 2.95% | 8 |
|
|
2023
Q4 | $2.83M | Buy |
62,935
+3,506
| +6% | +$158K | 2.14% | 15 |
|
|
2023
Q3 | $2.51M | Buy |
+59,429
| New | +$2.51M | 2.12% | 14 |
|