Schwab U S Broad Market ETF shares owned by Keener Financial Planning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Keener Financial Planning
from 13F filings
Historical chart of Keener Financial Planning investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Keener Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $543k | 21k | 25.67 |
| 2025-06-30 | $500k | 21k | 23.80 |
| 2025-03-31 | $452k | 21k | 21.52 |
| 2024-12-31 | $476k | 21k | 22.66 |
| 2024-09-30 | $465k | 7.0k | 66.41 |
| 2024-06-30 | $440k | 7.0k | 62.84 |
| 2024-03-31 | $428k | 7.0k | 61.13 |
| 2023-12-31 | $390k | 7.0k | 55.70 |