KFS
Kaizen Financial Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
11,383
+41
| +0.4% | +$1.15K | 0.16% | 109 |
|
|
2025
Q1 | $297K | Buy |
11,342
+34
| +0.3% | +$891 | 0.17% | 104 |
|
|
2024
Q4 | $313K | Buy |
11,308
+7,554
| +201% | +$209K | 0.18% | 99 |
|
|
2024
Q3 | $312K | Sell |
3,754
-92
| -2% | -$7.65K | 0.18% | 97 |
|
|
2024
Q2 | $310K | Buy |
3,846
+13
| +0.3% | +$1.05K | 0.19% | 90 |
|
|
2024
Q1 | $312K | Buy |
3,833
+12
| +0.3% | +$977 | 0.21% | 83 |
|
|
2023
Q4 | $288K | Buy |
3,821
+18
| +0.5% | +$1.36K | 0.22% | 80 |
|
|
2023
Q3 | $257K | Sell |
3,803
-2
| -0.1% | -$135 | 0.22% | 80 |
|
|
2023
Q2 | $277K | Buy |
3,805
+16
| +0.4% | +$1.16K | 0.24% | 80 |
|
|
2023
Q1 | $257K | Buy |
3,789
+14
| +0.4% | +$950 | 0.25% | 76 |
|
|
2022
Q4 | $264K | Buy |
3,775
+19
| +0.5% | +$1.33K | 0.26% | 88 |
|
|
2022
Q3 | $227K | Buy |
3,756
+17
| +0.5% | +$1.03K | 0.23% | 100 |
|
|
2022
Q2 | $235K | Buy |
3,739
+17
| +0.5% | +$1.07K | 0.23% | 104 |
|
|
2022
Q1 | $282K | Buy |
3,722
+12
| +0.3% | +$909 | 0.22% | 109 |
|
|
2021
Q4 | $298K | Buy |
3,710
+13
| +0.4% | +$1.04K | 0.22% | 107 |
|
|
2021
Q3 | $283K | Buy |
+3,697
| New | +$283K | 0.23% | 110 |
|
|
2021
Q1 | $327K | Sell |
4,391
-193
| -4% | -$14.4K | 0.31% | 97 |
|
|
2020
Q4 | $313K | Buy |
+4,584
| New | +$313K | 0.35% | 85 |
|