KFS
Kaizen Financial Strategies’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
118,697
-8,113
| -6% | -$259K | 1.92% | 13 |
|
|
2025
Q1 | $4.15M | Buy |
126,810
+3,369
| +3% | +$110K | 2.4% | 8 |
|
|
2024
Q4 | $3.88M | Buy |
123,441
+3,444
| +3% | +$108K | 2.2% | 12 |
|
|
2024
Q3 | $4.2M | Sell |
119,997
-3,892
| -3% | -$136K | 2.44% | 11 |
|
|
2024
Q2 | $4.15M | Buy |
123,889
+19,030
| +18% | +$637K | 2.59% | 10 |
|
|
2024
Q1 | $3.54M | Buy |
104,859
+10,917
| +12% | +$368K | 2.4% | 11 |
|
|
2023
Q4 | $3.3M | Buy |
93,942
+8,369
| +10% | +$294K | 2.5% | 9 |
|
|
2023
Q3 | $2.71M | Buy |
85,573
+19,623
| +30% | +$622K | 2.29% | 12 |
|
|
2023
Q2 | $2.35M | Buy |
65,950
+3,925
| +6% | +$140K | 2.01% | 13 |
|
|
2023
Q1 | $2.32M | Buy |
62,025
+21,331
| +52% | +$799K | 2.29% | 11 |
|
|
2022
Q4 | $1.53M | Buy |
40,694
+5,039
| +14% | +$190K | 1.51% | 19 |
|
|
2022
Q3 | $1.28M | Buy |
+35,655
| New | +$1.28M | 1.3% | 25 |
|