Wrenne Financial Planning LLC Schwab Strategic Tr Us Small C Transaction History

Wrenne Financial Planning LLC

  • $188 Billion
  • Q1 2025

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 12,530 shares of SCHA stock, worth $299,842. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,530
Previous 12,131 3.29%
Holding current value
$299,842
Previous $314 Million 6.42%
% of portfolio
0.16%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$23.16 - $27.04 $9,240 - $10,788
399 Added 3.29%
12,530 $294 Million
Q4 2024

Feb 10, 2025
BUY
$25.33 - $51.16 $160,465 - $324,098
6,335 Added 109.3%
12,131 $314 Million
Q3 2024

Nov 12, 2024
BUY
$46.9 - $51.96 $68,661 - $76,069
1,464 Added 33.8%
5,796 $298 Million
Q2 2024

Aug 07, 2024
BUY
$45.24 - $49.04 $195,979 - $212,441
4,332 New
4,332 $206 Million

Others Institutions Holding SCHA

# of Institutions
1,257
Shares Held
247M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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