Wrenne Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History
Wrenne Financial Planning LLC
- $176 Billion
- Q4 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 49,063 shares of SCHH stock, worth $1.09 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
49,063
Previous 41,588
17.97%
Holding current value
$1.09 Million
Previous $964 Million
7.23%
% of portfolio
0.59%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
553Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$631 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$539 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$170 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio