Kaizen Financial Strategies SCHI Holdings History
Kaizen Financial Strategies's Schwab 5-10 Year Corporate Bond ETF Holding Summary
As of 2025-03-31, Kaizen Financial Strategies held 304,371.00 shares of Schwab 5-10 Year Corporate Bond ETF(SCHI), totaling $6.84 Mil. This investment constitutes 3.94% of their stock portfolio, and Kaizen Financial Strategies now holds 0.09% of the outstanding Schwab 5-10 Year Corporate Bond ETF(SCHI) stock.
The initial trade took place in 2023Q3. And since then Kaizen Financial Strategies has made 7 purchases of SCHI, at an average price of $31.65, for a total of 304,371.00 shares. Based on historical transaction data and SCHI's current price of $22.62, Kaizen Financial Strategies's estimated gain on his SCHI holdings is $-2.75 Mil, reflecting a -28.53% gain to date.
Kaizen Financial Strategies SCHI ($22.62) Holding Chart
Kaizen Financial Strategies SCHI ($22.62) 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 % | |||
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