Kaizen Financial Strategies SCHQ Holdings History
Kaizen Financial Strategies's Schwab US Long-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Kaizen Financial Strategies held 126,810.00 shares of Schwab US Long-Term U.S. Treasury ETF(SCHQ), totaling $4.15 Mil. This investment constitutes 2.4% of their stock portfolio, and Kaizen Financial Strategies now holds 0.44% of the outstanding Schwab US Long-Term U.S. Treasury ETF(SCHQ) stock.
The initial trade took place in 2022Q3. And since then Kaizen Financial Strategies has made 10 purchases of SCHQ, at an average price of $35.59, for a total of 130,702.00 shares. In addition, there have been 1 sales at an average price of $34.37 for 3,892.00 shares. Based on historical transaction data and SCHQ's current price of $30.85, Kaizen Financial Strategies's estimated gain on his SCHQ holdings is $-605,689.06, reflecting a -13.02% gain to date.
Kaizen Financial Strategies SCHQ ($30.85) Holding Chart
Kaizen Financial Strategies SCHQ ($30.85) 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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