KFS
SCHR

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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

Kaizen Financial Strategies's SCHR Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 9% in Q2 2026, selling an estimated $193K and leaving 78,995 shares worth $1.94M. The position accounts for 0.63% of the portfolio, ranked #33.

Kaizen Financial Strategies first reported a position in SCHR in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.99M in Q2 2023. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Kaizen Financial Strategies held 78,995 shares of Schwab Intermediately-Term US Treasury ETF worth $1.94M as of Q2 2026.
  • Kaizen Financial Strategies sold 7,794 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $193K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.63% of Kaizen Financial Strategies's portfolio in Q2 2026, its #33 holding.
  • Kaizen Financial Strategies first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 18 quarters since.
  • Kaizen Financial Strategies's Schwab Intermediately-Term US Treasury ETF position peaked at $4.99M in Q2 2023.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.