KFS
Kaizen Financial Strategies’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Hold |
16,562
| – | – | 0.25% | 73 |
|
|
2025
Q1 | $446K | Sell |
16,562
-5,821
| -26% | -$157K | 0.26% | 73 |
|
|
2024
Q4 | $634K | Buy |
22,383
+9,598
| +75% | +$272K | 0.36% | 48 |
|
|
2024
Q3 | $707K | Buy |
12,785
+165
| +1% | +$9.12K | 0.41% | 44 |
|
|
2024
Q2 | $660K | Buy |
12,620
+15
| +0.1% | +$784 | 0.41% | 42 |
|
|
2024
Q1 | $639K | Buy |
12,605
+2,138
| +20% | +$108K | 0.43% | 42 |
|
|
2023
Q4 | $482K | Sell |
10,467
-11,061
| -51% | -$509K | 0.37% | 50 |
|
|
2023
Q3 | $889K | Sell |
21,528
-825
| -4% | -$34.1K | 0.75% | 29 |
|
|
2023
Q2 | $964K | Buy |
22,353
+2,051
| +10% | +$88.5K | 0.82% | 26 |
|
|
2023
Q1 | $803K | Sell |
20,302
-45,386
| -69% | -$1.8M | 0.79% | 28 |
|
|
2022
Q4 | $2.53M | Buy |
65,688
+1,590
| +2% | +$61.3K | 2.5% | 8 |
|
|
2022
Q3 | $2.22M | Buy |
64,098
+2,501
| +4% | +$86.5K | 2.25% | 11 |
|
|
2022
Q2 | $2.25M | Sell |
61,597
-1,331
| -2% | -$48.5K | 2.22% | 9 |
|
|
2022
Q1 | $2.77M | Buy |
62,928
+22,226
| +55% | +$979K | 2.17% | 8 |
|
|
2021
Q4 | $1.9M | Buy |
40,702
+5,060
| +14% | +$236K | 1.42% | 18 |
|
|
2021
Q3 | $1.52M | Buy |
+35,642
| New | +$1.52M | 1.22% | 20 |
|
|
2021
Q1 | $989K | Buy |
25,096
+3,611
| +17% | +$142K | 0.94% | 35 |
|
|
2020
Q4 | $803K | Buy |
+21,485
| New | +$803K | 0.89% | 29 |
|