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Schwab Strategic Tr us dividend eq shares owned by Keener Financial Planning

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Keener Financial Planning from 13F filings

Historical chart of Keener Financial Planning investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $999 45 22.22
2025-06-30 $999 45 22.22
2025-03-31 $999 45 22.22
2024-12-31 $1.0k 72 13.89

More positions owned by Keener Financial Planning

Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Keener Financial Planning

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq