Wrenne Financial Planning LLC Schwab Strategic Tr Us Small C Transaction History

Wrenne Financial Planning LLC

$234 Billion
Q3 2025

A detailed history of Wrenne Financial Planning LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 13,481 shares of SCHA stock, worth $369,783. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,481

Previous 13,597 0.85%

Holding current value

$369,783

Previous $344 Million 9.34%

% of portfolio

0.16%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$25.29 - $28.33 $2,933 - $3,286	-116 Reduced 0.85%	13,481 $376 Million
Q2 2025 Aug 13, 2025	BUY	$20.42 - $25.3 $21,788 - $26,995	1,067 Added 8.52%	13,597 $344 Million
Q1 2025 May 13, 2025	BUY	$23.16 - $27.04 $9,240 - $10,788	399 Added 3.29%	12,530 $294 Million
Q4 2024 Feb 10, 2025	BUY	$25.33 - $51.16 $160,465 - $324,098	6,335 Added 109.3%	12,131 $314 Million
Q3 2024 Nov 12, 2024	BUY	$46.9 - $51.96 $68,661 - $76,069	1,464 Added 33.8%	5,796 $298 Million

Q2 2024 Aug 07, 2024	BUY	$45.24 - $49.04 $195,979 - $212,441	4,332 New	4,332 $206 Million

Others Institutions Holding SCHA

# of Institutions

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Wrenne Financial Planning LLC Schwab Strategic Tr Us Small C Transaction History