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

Wrenne Financial Planning LLC

  • $168 Billion
  • Q3 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 76,073 shares of SCHB stock, worth $1.77 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares
76,073
Previous 73,305 3.78%
Holding current value
$1.77 Million
Previous $4.61 Billion 9.8%
% of portfolio
3.02%
Previous 3.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $165,886 - $184,127
2,768 Added 3.78%
76,073 $5.06 Billion
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
1,180
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
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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