Wrenne Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History
Wrenne Financial Planning LLC
- $145 Billion
- Q2 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 36,388 shares of SCHH stock, worth $805,266. This represents 0.5% of its overall portfolio holdings.
Number of Shares
36,388
Previous 31,579
15.23%
Holding current value
$805,266
Previous $641 Million
13.35%
% of portfolio
0.5%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
516Shares Held
256MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.88 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.17 Billion2.35% of portfolio
-
Us Bancorp \De\27.6MShares$611 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$569 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$171 Million0.15% of portfolio