Keener Financial Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Keener Financial Planning’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$543K	Buy
2025 Q2	$500K	Hold
2025 Q1	$452K	Hold
2024 Q4	$476K	Hold
2024 Q3	$465K	Hold
2024 Q2	$440K	Hold
2024 Q1	$428K	Hold
2023 Q4	$390K	Buy