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 $1.68 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
73,305
Previous 83,609
12.32%
Holding current value
$1.68 Million
Previous $5.1 Billion
9.71%
% of portfolio
3.18%
Previous 3.77%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
170MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$486 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$142 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$108 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$89.4 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio