Number of Shares
8,860.00
Current Holdings Value*
$205,200.00
% of Portfolio
0.12%
Total Estimate Gain
$-655,266.54
% of Total Estimate Gain
-6.94%

Kaizen Financial Strategies's Schwab US Aggregate Bond ETF Holding Summary

As of 2025-03-31, Kaizen Financial Strategies held 8,860.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $205,200.00. This investment constitutes 0.12% of their stock portfolio, and Kaizen Financial Strategies now holds 0% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.

The initial trade took place in 2020Q4. And since then Kaizen Financial Strategies has made 10 purchases of SCHZ, at an average price of $42.62, for a total of 221,665.00 shares. In addition, there have been 6 sales at an average price of $40.36 for 212,805.00 shares. Based on historical transaction data and SCHZ's current price of $22.98, Kaizen Financial Strategies's estimated gain on his SCHZ holdings is $-655,266.54, reflecting a -6.94% gain to date.

Kaizen Financial Strategies SCHZ ($22.98) Holding Chart

Kaizen Financial Strategies SCHZ ($22.98) 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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