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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Keener Financial Planning consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $428k 7.0k 61.13
2023-12-31 $390k 7.0k 55.70

More positions owned by Keener Financial Planning

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core S&p500 Etf (IVV)
Texas Instruments Incorporated (TXN)

View all positions for Keener Financial Planning

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF