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Keating Wealth Management LLC

SEC CIK
0001922796
Latest filing
Apr 18, 2024

SCHW holding history

Schwab Charles Corp in every 13F filed by Keating Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q1 2024 holdings

Shares (Q1 2024)
5,370
Value
$388.5K
% of portfolio
0.2%
Quarters held
2
Since Q4 2023
Holdings of SCHW by Keating Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20245,370$388.5K0.2%00.0%UnchangedHolders
Q4 20235,370$369.5K0.3%–No prior filingHolders