Kaizen Financial Strategies SCHG Holdings History
Kaizen Financial Strategies's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Kaizen Financial Strategies held 527,942.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $13.22 Mil. This investment constitutes 7.63% of their stock portfolio, and Kaizen Financial Strategies now holds 0.04% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q4. And since then Kaizen Financial Strategies has made 12 purchases of SCHG, at an average price of $36.98, for a total of 546,829.00 shares. In addition, there have been 4 sales at an average price of $59.38 for 18,887.00 shares. Based on historical transaction data and SCHG's current price of $29.42, Kaizen Financial Strategies's estimated gain on his SCHG holdings is $-3.57 Mil, reflecting a -17.64% gain to date.
Kaizen Financial Strategies SCHG ($29.42) Holding Chart
Kaizen Financial Strategies SCHG ($29.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
