Wrenne Financial Planning LLC Schwab Strategic Tr Us Small C Transaction History
Wrenne Financial Planning LLC
- $176 Billion
- Q4 2024
A detailed history of Wrenne Financial Planning LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 12,131 shares of SCHA stock, worth $297,816. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,131
Previous 5,796
109.3%
Holding current value
$297,816
Previous $298 Million
5.1%
% of portfolio
0.18%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,248Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.14 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$622 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$338 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$258 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$155 Million0.05% of portfolio