Kaizen Financial Strategies’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-77,204	Closed	-$1.83M	–	116
2022 Q4	$1.83M	Sell	77,204 -68,292	-47%	-$1.59M	1.81%	15
2022 Q3	$3.37M	Buy	145,496 +3,882	+3%	+$92.1K	3.41%	4
2022 Q2	$3.36M	Sell	141,614 -184	-0.1%	-$4.4K	3.32%	5
2022 Q1	$3.44M	Sell	141,798 -26,018	-16%	-$643K	2.7%	6
2021 Q4	$4.24M	Buy	167,816 +14,878	+10%	+$377K	3.18%	4
2021 Q3	$3.9M	Buy	+152,938	New	+$3.91M	3.15%	3
2021 Q1	$3.76M	Buy	+147,686	New	+$3.78M	3.59%	2

Other funds holding SCHJ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BAM

Baldrige Asset Management Allentown, Pennsylvania $244M AUM 5.81% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Kaizen Financial Strategies's SCHJ Position: Q1 2023 in Review

Kaizen Financial Strategies sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2023, closing a stake of 77,204 shares — an estimated $1.83M sold.

Kaizen Financial Strategies first reported a position in SCHJ in Q1 2021 and held it in 7 quarters. The position peaked at $4.24M in Q4 2021. 75 funds tracked by Wall St. Rank hold SCHJ as of Q1 2023.

Kaizen Financial Strategies reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Kaizen Financial Strategies sold 77,204 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2023, an estimated $1.83M.
Kaizen Financial Strategies first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
Kaizen Financial Strategies's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.24M in Q4 2021.
75 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2023.

Based on Kaizen Financial Strategies's 13F filing for Q1 2023, filed 11 May 2023.