Keener Financial Planning LLC Schwab Strategic Tr Us Dividen Transaction History
Keener Financial Planning LLC
- $216 Million
- Q3 2025
A detailed history of Keener Financial Planning LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keener Financial Planning LLC holds 45 shares of SCHD stock, worth $1,225. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45
Previous 45
-0.0%
Holding current value
$1,225
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,063Shares Held
866MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio