Kaizen Financial Strategies’s Schwab US TIPS ETF SCHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,472	Closed	-$275K	–	117
2022 Q4	$275K	Buy	+10,472	New	+$274K	0.27%	80
2022 Q3	–	Sell	-46,516	Closed	-$1.3M	–	134
2022 Q2	$1.3M	Sell	46,516 -18,928	-29%	-$549K	1.28%	23
2022 Q1	$1.99M	Sell	65,444 -22,344	-25%	-$685K	1.56%	18
2021 Q4	$2.76M	Buy	87,788 +4,218	+5%	+$133K	2.07%	11
2021 Q3	$2.62M	Buy	+83,570	New	+$2.64M	2.11%	9
2021 Q1	$1.56M	Buy	+51,178	New	+$1.58M	1.49%	15

Other funds holding SCHP

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Kaizen Financial Strategies sold out of Schwab US TIPS ETF (SCHP) in Q1 2023, closing a stake of 10,472 shares — an estimated $275K sold.

Kaizen Financial Strategies first reported a position in SCHP in Q1 2021 and held it in 6 quarters. The position peaked at $2.76M in Q4 2021. 658 funds tracked by Wall St. Rank hold SCHP as of Q1 2023.

Kaizen Financial Strategies reported no remaining Schwab US TIPS ETF position as of Q1 2023 after selling out during the quarter.
Kaizen Financial Strategies sold 10,472 Schwab US TIPS ETF shares in Q1 2023, an estimated $275K.
Kaizen Financial Strategies first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 6 quarters.
Kaizen Financial Strategies's Schwab US TIPS ETF position peaked at $2.76M in Q4 2021.
658 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2023.

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