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Kaizen Financial Strategies’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Kaizen Financial Strategies’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.33M Sell
56,319
-22,676
-29% -$551K 0.53% 31
2026
Q2 		$1.94M Sell
78,995
-7,794
-9% -$193K 0.63% 33
2026
Q1 		$2.16M Sell
86,789
-6,753
-7% -$169K 0.91% 21
2025
Q4 		$2.35M Buy
93,542
+11,597
+14% +$292K 1.03% 19
2025
Q3 		$2.06M Buy
81,945
+11,248
+16% +$281K 0.93% 23
2025
Q2 		$1.77M Buy
70,697
+3,828
+6% +$94.9K 0.9% 22
2025
Q1 		$1.66M Sell
66,869
-2,391
-3% -$58.5K 0.96% 23
2024
Q4 		$1.68M Buy
69,260
+18,800
+37% +$463K 0.95% 23
2024
Q3 		$1.28M Buy
50,460
+1,784
+4% +$44.6K 0.74% 25
2024
Q2 		$1.2M Sell
48,676
-17,184
-26% -$416K 0.75% 25
2024
Q1 		$1.62M Sell
65,860
-50,386
-43% -$1.24M 1.1% 20
2023
Q4 		$2.89M Sell
116,246
-956
-0.8% -$23.1K 2.19% 14
2023
Q3 		$2.81M Sell
117,202
-85,480
-42% -$2.08M 2.37% 11
2023
Q2 		$4.99M Buy
202,682
+11,094
+6% +$278K 4.27% 6
2023
Q1 		$4.83M Buy
191,588
+62,724
+49% +$1.56M 4.76% 6
2022
Q4 		$3.24M Buy
128,864
+48,182
+60% +$1.19M 3.2% 6
2022
Q3 		$1.98M Buy
+80,682
New +$2.06M 2.01% 13
2021
Q1 		$978K Sell
34,660
-86,396
-71% -$2.48M 0.93% 36
2020
Q4 		$3.52M Buy
+121,056
New +$3.53M 3.92% 3

Other funds holding SCHR

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Kaizen Financial Strategies's SCHR Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 29% in Q3 2026, selling an estimated $551K and leaving 56,319 shares worth $1.33M. The position accounts for 0.53% of the portfolio, ranked #31.

Kaizen Financial Strategies first reported a position in SCHR in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.99M in Q2 2023. 21 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Kaizen Financial Strategies held 56,319 shares of Schwab Intermediately-Term US Treasury ETF worth $1.33M as of Q3 2026.
  • Kaizen Financial Strategies sold 22,676 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $551K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.53% of Kaizen Financial Strategies's portfolio in Q3 2026, its #31 holding.
  • Kaizen Financial Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 19 quarters since.
  • Kaizen Financial Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $4.99M in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.