Keener Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 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 21,006 shares of SCHB stock, worth $481,667. This represents 0.28% of its overall portfolio holdings.
Number of Shares
21,006
Previous 7,002
200.0%
Holding current value
$481,667
Previous $465,000
2.37%
% of portfolio
0.28%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,263Shares Held
445MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$531 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$408 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$263 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$234 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$214 Million13.85% of portfolio