Wrenne Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History
Wrenne Financial Planning LLC
- $168 Billion
- Q3 2024
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
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$537 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio