Wrenne Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History
Wrenne Financial Planning LLC
- $214 Billion
- Q2 2025
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 67,443 shares of SCHH stock, worth $1.41 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
67,443
Previous 52,170
29.28%
Holding current value
$1.41 Million
Previous $1.12 Billion
27.17%
% of portfolio
0.67%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding SCHH
# of Institutions
563Shares Held
176MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.13 Billion2.51% of portfolio
-
Us Bancorp \De\30.5MShares$637 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$472 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$164 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$164 Million0.12% of portfolio