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 $1.44 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

67,443

Previous 52,170 29.28%

Holding current value

$1.44 Million

Previous $1.12 Billion 27.17%

% of portfolio

0.67%

Previous 0.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$18.94 - $21.67 $289,270 - $330,965	15,273 Added 29.28%	67,443 $1.43 Billion
Q1 2025 May 13, 2025	BUY	$20.2 - $22.24 $62,761 - $69,099	3,107 Added 6.33%	52,170 $1.12 Billion
Q4 2024 Feb 10, 2025	BUY	$20.55 - $23.26 $153,611 - $173,868	7,475 Added 17.97%	49,063 $1.03 Billion
Q3 2024 Nov 12, 2024	BUY	$19.78 - $23.53 $102,856 - $122,356	5,200 Added 14.29%	41,588 $964 Million
Q2 2024 Aug 07, 2024	BUY	$18.53 - $20.2 $89,110 - $97,141	4,809 Added 15.23%	36,388 $727 Million
Q1 2024 May 13, 2024	BUY	$19.39 - $20.93 $612,316 - $660,948	31,579 New	31,579 $641 Million

Others Institutions Holding SCHH

# of Institutions

580

Shares Held

178M

Call Options Held

59.3K

Put Options Held

15.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wrenne Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wrenne Financial Planning LLC with notifications on news.

Account

Wrenne Financial Planning LLC Schwab Strategic U.S. Reit ETF Transaction History