Keener Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History
Keener Financial Planning LLC
- $153 Million
- Q3 2024
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 7,002 shares of SCHB stock, worth $157,054. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,002
Previous 7,002
-0.0%
Holding current value
$157,054
Previous $440,000
5.68%
% of portfolio
0.3%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,159Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$475 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$138 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$105 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$87.3 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$85.8 Million18.64% of portfolio