A detailed history of Wrenne Financial Planning LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 41,588 shares of SCHH stock, worth $868,773. This represents 0.57% of its overall portfolio holdings.

Number of Shares
41,588
Previous 36,388 14.29%
Holding current value
$868,773
Previous $727 Million 32.61%
% of portfolio
0.57%
Previous 0.5%

Shares

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

Nov 12, 2024

BUY
$19.78 - $23.53 $102,856 - $122,356
5,200 Added 14.29%
41,588 $964 Million
Q2 2024

Aug 07, 2024

BUY
$18.53 - $20.2 $89,110 - $97,141
4,809 Added 15.23%
36,388 $727 Million
Q1 2024

May 13, 2024

BUY
$19.39 - $20.93 $612,316 - $660,948
31,579 New
31,579 $641 Million

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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