Wrenne Financial Planning LLC Schwab Strategic Tr Us Small C Transaction History

Wrenne Financial Planning LLC

  • $214 Billion
  • Q2 2025

A detailed history of Wrenne Financial Planning LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 13,597 shares of SCHA stock, worth $379,084. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,597
Previous 12,530 8.52%
Holding current value
$379,084
Previous $294 Million 17.18%
% of portfolio
0.16%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$20.42 - $25.3 $21,788 - $26,995
1,067 Added 8.52%
13,597 $344 Million
Q1 2025

May 13, 2025
BUY
$23.16 - $27.04 $9,240 - $10,788
399 Added 3.29%
12,530 $294 Million
Q4 2024

Feb 10, 2025
BUY
$25.33 - $51.16 $160,465 - $324,098
6,335 Added 109.3%
12,131 $314 Million
Q3 2024

Nov 12, 2024
BUY
$46.9 - $51.96 $68,661 - $76,069
1,464 Added 33.8%
5,796 $298 Million
Q2 2024

Aug 07, 2024
BUY
$45.24 - $49.04 $195,979 - $212,441
4,332 New
4,332 $206 Million

Others Institutions Holding SCHA

# of Institutions
1,278
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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