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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Wrenne Financial Planning LLC Portfolio

Follow Wrenne Financial Planning LLC and customize your updates to receive the information that matters most to you.

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.