Kaizen Financial Strategies
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1842013
CAMPBELL, CA
All Filings in FNDB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $2,556,827 | 94,001 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 FNDB | $2,175,578 | 81,881 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 FNDB | $2,195,132 | 85,281 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 FNDB | $2,820,839 | 117,633 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 FNDB | $2,722,704 | 118,327 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 FNDB | $2,759,822 | 118,651 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FNDB | — | 37,061 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 FNDB | — | 33,716 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 FNDB | — | 21,437 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 FNDB | — | 20,172 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 FNDB | — | 20,003 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||