Keener Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History

Keener Financial Planning LLC

  • $201 Million
  • Q2 2025

A detailed history of Keener Financial Planning LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Keener Financial Planning LLC holds 21,006 shares of SCHB stock, worth $540,484. This represents 0.25% of its overall portfolio holdings.

Number of Shares
21,006
Previous 21,006 -0.0%
Holding current value
$540,484
Previous $452,000 10.62%
% of portfolio
0.25%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$22.01 - $66.82 $308,228 - $935,747
14,004 Added 200.0%
21,006 $476,000
Q4 2023

Jan 26, 2024
BUY
$47.61 - $55.91 $333,365 - $391,481
7,002 New
7,002 $390,000

Others Institutions Holding SCHB

# of Institutions
1,347
Shares Held
564M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Keener Financial Planning LLC Portfolio

Follow Keener Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keener Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keener Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email