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 $882,497. This represents 0.57% of its overall portfolio holdings.
Number of Shares
41,588
Previous 36,388
14.29%
Holding current value
$882,497
Previous $727 Million
32.61%
% of portfolio
0.57%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
531Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.12 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$586 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$545 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$160 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$148 Million0.58% of portfolio