KFS
Kaizen Financial Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
10,060
+1,200
| +14% | +$27.9K | 0.12% | 128 |
|
|
2025
Q1 | $205K | Sell |
8,860
-49,434
| -85% | -$1.14M | 0.12% | 131 |
|
|
2024
Q4 | $1.32M | Buy |
58,294
+50,724
| +670% | +$1.15M | 0.75% | 27 |
|
|
2024
Q3 | $360K | Hold |
7,570
| – | – | 0.21% | 83 |
|
|
2024
Q2 | $350K | Sell |
7,570
-148,150
| -95% | -$6.85M | 0.22% | 76 |
|
|
2024
Q1 | $7.16M | Buy |
155,720
+13,774
| +10% | +$634K | 4.86% | 5 |
|
|
2023
Q4 | $6.62M | Sell |
141,946
-4,163
| -3% | -$194K | 5.01% | 5 |
|
|
2023
Q3 | $6.46M | Buy |
146,109
+22,332
| +18% | +$988K | 5.46% | 5 |
|
|
2023
Q2 | $5.7M | Buy |
123,777
+6,235
| +5% | +$287K | 4.88% | 5 |
|
|
2023
Q1 | $5.51M | Buy |
117,542
+78,936
| +204% | +$3.7M | 5.44% | 3 |
|
|
2022
Q4 | $1.82M | Sell |
38,606
-564
| -1% | -$26.5K | 1.8% | 16 |
|
|
2022
Q3 | $1.78M | Buy |
39,170
+4,950
| +14% | +$224K | 1.8% | 14 |
|
|
2022
Q2 | $1.64M | Sell |
34,220
-3,505
| -9% | -$168K | 1.62% | 16 |
|
|
2022
Q1 | $1.91M | Sell |
37,725
-6,989
| -16% | -$353K | 1.5% | 19 |
|
|
2021
Q4 | $2.41M | Buy |
44,714
+6,910
| +18% | +$372K | 1.8% | 14 |
|
|
2021
Q3 | $2.05M | Buy |
+37,804
| New | +$2.05M | 1.65% | 15 |
|
|
2021
Q1 | $1.78M | Buy |
33,071
+15,248
| +86% | +$823K | 1.7% | 11 |
|
|
2020
Q4 | $999K | Buy |
+17,823
| New | +$999K | 1.11% | 16 |
|