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Keener Financial Planning LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keener Financial Planning LLC on SCHB, newest first. How the timeline and the estimate are built.

Keener Financial Planning LLC held 21,006 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,006 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $608,000.

    13F-HR 0002004495-26-000003 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,006 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $527,000.

    13F-HR 0002004495-26-000002 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,006 shares
    Change vs previous 13F -147 shares

    0.24% of the 13F portfolio, value $550,000.

    13F-HR 0002004495-26-000001 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,153 shares
    Change vs previous 13F +147 shares

    0.25% of the 13F portfolio, value $543,000.

    13F-HR 0002004495-25-000002 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,006 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $500,000.

    13F-HR 0001907157-25-000035 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,006 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $452,000.

    13F-HR 0001842974-25-000005 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,006 shares
    Change vs previous 13F +14,004 shares

    0.28% of the 13F portfolio, value $476,000.

    13F-HR 0001907157-25-000004 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,002 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $465,000.

    13F-HR 0001792704-24-000017 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).