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Kaizen Financial Strategies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Kaizen Financial Strategies’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,060
Closed -$234K – 165
2025
Q2 		$234K Buy
10,060
+1,200
+14% +$27.5K 0.12% 128
2025
Q1 		$205K Sell
8,860
-49,434
-85% -$1.13M 0.12% 131
2024
Q4 		$1.32M Buy
58,294
+43,154
+285% +$997K 0.75% 27
2024
Q3 		$360K Hold
15,140
– – 0.21% 83
2024
Q2 		$350K Sell
15,140
-296,300
-95% -$6.72M 0.22% 76
2024
Q1 		$7.16M Buy
311,440
+27,548
+10% +$633K 4.86% 5
2023
Q4 		$6.62M Sell
283,892
-8,326
-3% -$186K 5.01% 5
2023
Q3 		$6.46M Buy
292,218
+44,664
+18% +$1.01M 5.46% 5
2023
Q2 		$5.7M Buy
247,554
+12,470
+5% +$290K 4.88% 5
2023
Q1 		$5.51M Buy
235,084
+157,872
+204% +$3.67M 5.44% 3
2022
Q4 		$1.82M Sell
77,212
-1,128
-1% -$25.7K 1.8% 16
2022
Q3 		$1.77M Buy
78,340
+9,900
+14% +$236K 1.8% 14
2022
Q2 		$1.64M Sell
68,440
-7,010
-9% -$170K 1.62% 16
2022
Q1 		$1.91M Sell
75,450
-13,978
-16% -$363K 1.5% 19
2021
Q4 		$2.41M Buy
89,428
+13,820
+18% +$374K 1.8% 14
2021
Q3 		$2.05M Buy
+75,608
New +$2.07M 1.65% 15
2021
Q1 		$1.78M Buy
66,142
+30,496
+86% +$837K 1.7% 11
2020
Q4 		$999K Buy
+35,646
New +$997K 1.11% 16

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kaizen Financial Strategies's SCHZ Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 10,060 shares — an estimated $234K sold.

Kaizen Financial Strategies first reported a position in SCHZ in Q4 2020 and held it in 18 quarters. The position peaked at $7.16M in Q1 2024. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Kaizen Financial Strategies reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 10,060 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $234K.
  • Kaizen Financial Strategies first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 18 quarters.
  • Kaizen Financial Strategies's Schwab US Aggregate Bond ETF position peaked at $7.16M in Q1 2024.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.