Kaizen Financial Strategies’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-36,604	Closed	-$883K	–	135
2022 Q3	$883K	Sell	36,604 -132	-0.4%	-$3.23K	0.9%	33
2022 Q2	$904K	Buy	36,736 +20,804	+131%	+$513K	0.89%	33
2022 Q1	$395K	Sell	15,932 -1,396	-8%	-$35.1K	0.31%	76
2021 Q4	$441K	Sell	17,328 -3,956	-19%	-$101K	0.33%	79
2021 Q3	$545K	Buy	+21,284	New	+$545K	0.44%	63
2021 Q1	$508K	Sell	19,786 -17,526	-47%	-$450K	0.48%	61
2020 Q4	$959K	Buy	+37,312	New	+$959K	1.07%	20

Other funds holding SCHO

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Kaizen Financial Strategies's SCHO Position: Q4 2022 in Review

Kaizen Financial Strategies sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2022, closing a stake of 36,604 shares — an estimated $883K sold.

Kaizen Financial Strategies first reported a position in SCHO in Q4 2020 and held it in 7 quarters. The position peaked at $959K in Q4 2020. 564 funds tracked by Wall St. Rank hold SCHO as of Q4 2022.

Kaizen Financial Strategies reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 36,604 Schwab Short-Term US Treasury ETF shares in Q4 2022, an estimated $883K.
Kaizen Financial Strategies first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 7 quarters.
Kaizen Financial Strategies's Schwab Short-Term US Treasury ETF position peaked at $959K in Q4 2020.
564 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2022.

Based on Kaizen Financial Strategies's 13F filing for Q4 2022, filed 19 Jan 2023.