Wrenne Financial Planning LLC Schwab Strategic Tr Us Small C Transaction History
Wrenne Financial Planning LLC
- $168 Billion
- Q3 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 5,796 shares of SCHA stock, worth $161,476. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,796
Previous 4,332
33.8%
Holding current value
$161,476
Previous $206 Million
45.22%
% of portfolio
0.18%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,144Shares Held
146MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio