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	3.43%	4
2022 Q2	$3.36M	Sell	141,614 -184	-0.1%	-$4.4K	3.33%	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 $654B AUM 26.35% 1-Year Est. Return

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

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

Matthew Hamilton Rosenberg $488M AUM 15.24% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return