KFP
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Keener Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Keener Financial Planning’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1K Hold
45
– – ﹤0.01% 207
2025
Q1 		$1K Sell
45
-27
-38% -$600 ﹤0.01% 169
2024
Q4 		$1K Buy
+72
New +$1K ﹤0.01% 171