Kaizen Financial Strategies’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $210K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $840K | Buy |
|