Wrenne Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History

Wrenne Financial Planning LLC

  • $145 Billion
  • Q2 2024

A detailed history of Wrenne Financial Planning LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 73,305 shares of SCHB stock, worth $4.85 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
73,305
Previous 83,609 12.32%
Holding current value
$4.85 Million
Previous $5.1 Billion 9.71%
% of portfolio
3.18%
Previous 3.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$57.57 - $63.3 $593,201 - $652,243
-10,304 Reduced 12.32%
73,305 $4.61 Billion
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $4.57 Million - $5.1 Million
83,609 New
83,609 $5.1 Billion

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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